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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 | $91,647 | $78,672+16.5% | $109,163-16.0% | $85,856+6.7% |
| Participation rate | 39.0% | 68.3%-29.3pp | 75.9%-36.9pp | 69.3%-30.3pp |
| Annual return | 17.93% | 25.09%-7.2pp | 25.75%-7.8pp | 318.58%-300.6pp |
| Employer contribution / active EE | $449 | $2,734-83.6% | $3,723-87.9% | $2,565-82.5% |
| Participant deferral / active EE | $1,999 | $3,467-42.4% | $4,654-57.1% | $3,952-49.4% |
| Admin fee / account holder | $3,581 | $5,470-34.5% | $6,754-47.0% | $6,261-42.8% |