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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 | $152,885 | $95,453+60.2% | $112,040+36.5% | $82,448+85.4% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 17.57% | 23.92%-6.3pp | 24.52%-6.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $455 | $2,318-80.4% | $2,954-84.6% | $2,551-82.2% |
| Participant deferral / active EE | $5,596 | $4,224+32.5% | $5,098+9.8% | $4,139+35.2% |
| Admin fee / account holder | $33,237 | $9,013+268.7% | $12,098+174.7% | $7,234+359.4% |