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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 | $181,643 | $97,550+86.2% | $120,344+50.9% | $87,485+107.6% |
| Participation rate | 62.1% | 72.8%-10.8pp | 76.7%-14.6pp | 68.9%-6.9pp |
| Annual return | 12.78% | 18.41%-5.6pp | 20.30%-7.5pp | 26.06%-13.3pp |
| Employer contribution / active EE | $522 | $2,291-77.2% | $3,020-82.7% | $2,596-79.9% |
| Participant deferral / active EE | $2,087 | $4,230-50.7% | $5,135-59.4% | $4,274-51.2% |
| Admin fee / account holder | $3,293 | $9,543-65.5% | $12,742-74.2% | $7,775-57.6% |