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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 | $167,022 | $91,559+82.4% | $133,978+24.7% | $79,856+109.2% |
| Participation rate | 61.9% | 73.3%-11.4pp | 79.8%-17.9pp | 69.6%-7.7pp |
| Annual return | 21.81% | 61.85%-40.0pp | 45.10%-23.3pp | 31.71%-9.9pp |
| Employer contribution / active EE | $456 | $2,384-80.9% | $3,919-88.4% | $2,471-81.5% |
| Participant deferral / active EE | $5,632 | $3,734+50.8% | $5,047+11.6% | $3,741+50.6% |
| Admin fee / account holder | $384 | $6,321-93.9% | $8,930-95.7% | $5,306-92.8% |