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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 | $117,117 | $86,294+35.7% | $111,303+5.2% | $85,856+36.4% |
| Participation rate | 62.5% | 73.3%-10.8pp | 77.3%-14.8pp | 69.3%-6.8pp |
| Annual return | 14.42% | 19.99%-5.6pp | 54.66%-40.2pp | 318.58%-304.2pp |
| Employer contribution / active EE | $290 | $2,043-85.8% | $2,731-89.4% | $2,565-88.7% |
| Participant deferral / active EE | $3,746 | $3,641+2.9% | $4,487-16.5% | $3,952-5.2% |
| Admin fee / account holder | $5,620 | $8,189-31.4% | $7,966-29.5% | $6,261-10.2% |