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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 | $131,969 | $89,515+47.4% | $103,486+27.5% | $80,935+63.1% |
| Participation rate | 15.4% | 76.0%-60.6pp | 80.5%-65.2pp | 67.7%-52.3pp |
| Annual return | 19.21% | 22.82%-3.6pp | 23.93%-4.7pp | 35.66%-16.4pp |
| Employer contribution / active EE | $499 | $4,015-87.6% | $4,679-89.3% | $2,757-81.9% |
| Participant deferral / active EE | $2,964 | $5,463-45.7% | $6,628-55.3% | $4,299-31.1% |
| Admin fee / account holder | $12,047 | $6,527+84.6% | $9,354+28.8% | $6,924+74.0% |