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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 | $93,564 | $93,5980% | $135,974-31.2% | $75,173+24.5% |
| Participation rate | 53.1% | 75.2%-22.1pp | 81.9%-28.9pp | 67.2%-14.1pp |
| Annual return | 15.90% | 30.89%-15.0pp | 68.30%-52.4pp | 160.72%-144.8pp |
| Employer contribution / active EE | $501 | $3,538-85.8% | $4,859-89.7% | $2,671-81.2% |
| Participant deferral / active EE | $3,622 | $6,405-43.4% | $7,760-53.3% | $4,126-12.2% |
| Admin fee / account holder | $7,857 | $6,978+12.6% | $10,767-27.0% | $5,651+39.0% |