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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 | $112,660 | $78,423+43.7% | $95,964+17.4% | $79,856+41.1% |
| Participation rate | 59.6% | 73.5%-13.9pp | 77.1%-17.5pp | 69.6%-10.0pp |
| Annual return | 24.30% | 19.37%+4.9pp | 91.64%-67.3pp | 31.71%-7.4pp |
| Employer contribution / active EE | $271 | $1,945-86.1% | $2,541-89.4% | $2,471-89.0% |
| Participant deferral / active EE | $2,970 | $3,440-13.7% | $4,167-28.7% | $3,741-20.6% |
| Admin fee / account holder | $1,068 | $5,622-81.0% | $6,797-84.3% | $5,306-79.9% |