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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 | $95,140 | $86,949+9.4% | $102,460-7.1% | $80,959+17.5% |
| Participation rate | 47.7% | 72.4%-24.7pp | 76.5%-28.8pp | 67.7%-19.9pp |
| Annual return | 15.72% | 18.89%-3.2pp | 29.47%-13.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $92 | $2,370-96.1% | $3,025-96.9% | $2,757-96.7% |
| Participant deferral / active EE | $2,776 | $4,121-32.6% | $5,056-45.1% | $4,300-35.4% |
| Admin fee / account holder | $2,325 | $8,048-71.1% | $9,460-75.4% | $6,925-66.4% |