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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 | $181,161 | $98,760+83.4% | $149,715+21.0% | $79,858+126.9% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.5%-17.1pp | 69.6%-4.3pp |
| Annual return | 15.04% | 27.43%-12.4pp | 276.66%-261.6pp | 31.72%-16.7pp |
| Employer contribution / active EE | $356 | $3,217-88.9% | $4,645-92.3% | $2,471-85.6% |
| Participant deferral / active EE | $4,592 | $5,681-19.2% | $6,842-32.9% | $3,740+22.8% |
| Admin fee / account holder | $1,617 | $6,053-73.3% | $9,310-82.6% | $5,306-69.5% |