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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 | $100,721 | $88,707+13.5% | $74,184+35.8% | $273,973-63.2% |
| Participation rate | 61.9% | 79.4%-17.5pp | 76.6%-14.7pp | 83.0%-21.1pp |
| Annual return | 7.74% | 11.94%-4.2pp | 17.74%-10.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $458 | $3,159-85.5% | $2,370-80.7% | $4,869-90.6% |
| Participant deferral / active EE | $3,698 | $4,212-12.2% | $3,550+4.2% | $5,287-30.1% |
| Admin fee / account holder | $5,824 | $8,717-33.2% | $5,586+4.3% | $10,133-42.5% |