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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 | $160,460 | $97,550+64.5% | $120,344+33.3% | $87,485+83.4% |
| Participation rate | 53.6% | 72.8%-19.3pp | 76.7%-23.1pp | 68.9%-15.4pp |
| Annual return | 15.89% | 18.41%-2.5pp | 20.30%-4.4pp | 26.06%-10.2pp |
| Employer contribution / active EE | $313 | $2,291-86.4% | $3,020-89.6% | $2,596-88.0% |
| Participant deferral / active EE | $8,910 | $4,230+110.7% | $5,135+73.5% | $4,274+108.5% |
| Admin fee / account holder | $15,338 | $9,543+60.7% | $12,742+20.4% | $7,775+97.3% |