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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 | $102,789 | $81,504+26.1% | $102,437+0.3% | $80,959+27.0% |
| Participation rate | 23.1% | 66.9%-43.8pp | 74.5%-51.4pp | 67.7%-44.6pp |
| Annual return | 13.31% | 25.60%-12.3pp | 24.95%-11.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $766 | $3,104-75.3% | $3,871-80.2% | $2,757-72.2% |
| Participant deferral / active EE | $3,057 | $3,871-21.0% | $5,060-39.6% | $4,300-28.9% |
| Admin fee / account holder | $1,246 | $6,719-81.5% | $8,388-85.1% | $6,925-82.0% |