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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 | $75,714 | $60,349+25.5% | $74,184+2.1% | $62,881+20.4% |
| Participation rate | 56.6% | 72.7%-16.1pp | 76.6%-20.0pp | 69.3%-12.7pp |
| Annual return | 6.34% | 21.38%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $256 | $1,680-84.7% | $2,370-89.2% | $2,281-88.8% |
| Participant deferral / active EE | $3,086 | $2,856+8.0% | $3,550-13.1% | $3,203-3.7% |
| Admin fee / account holder | $826 | $4,261-80.6% | $5,586-85.2% | $4,296-80.8% |