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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 | $182,885 | $81,476+124.5% | $102,383+78.6% | $80,925+126.0% |
| Participation rate | 43.2% | 66.8%-23.7pp | 74.5%-31.3pp | 67.7%-24.5pp |
| Annual return | 16.93% | 25.59%-8.7pp | 24.94%-8.0pp | 35.65%-18.7pp |
| Employer contribution / active EE | $657 | $3,105-78.8% | $3,870-83.0% | $2,756-76.2% |
| Participant deferral / active EE | $2,310 | $3,871-40.3% | $5,060-54.3% | $4,299-46.3% |
| Admin fee / account holder | $1,449 | $6,717-78.4% | $8,391-82.7% | $6,940-79.1% |