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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,477 | $136,860+58.9% | $120,344+80.7% | $154,746+40.5% |
| Participation rate | 58.8% | 79.9%-21.1pp | 76.7%-17.9pp | 80.7%-21.9pp |
| Annual return | 16.78% | 21.38%-4.6pp | 20.30%-3.5pp | 172.34%-155.6pp |
| Employer contribution / active EE | $527 | $3,533-85.1% | $3,020-82.5% | $4,379-88.0% |
| Participant deferral / active EE | $2,342 | $5,793-59.6% | $5,135-54.4% | $6,730-65.2% |
| Admin fee / account holder | $2,154 | $15,393-86.0% | $12,742-83.1% | $14,365-85.0% |