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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 | $158,361 | $99,345+59.4% | $84,753+86.9% | $273,972-42.2% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 5.67% | 22.93%-17.3pp | 22.78%-17.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $611 | $4,214-85.5% | $3,574-82.9% | $4,869-87.4% |
| Participant deferral / active EE | $1,377 | $4,270-67.8% | $3,712-62.9% | $5,287-74.0% |
| Admin fee / account holder | $1,598 | $6,645-76.0% | $5,333-70.0% | $10,133-84.2% |