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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 | $100,263 | $65,034+54.2% | $90,970+10.2% | $79,856+25.6% |
| Participation rate | 40.4% | 61.6%-21.2pp | 69.0%-28.6pp | 69.6%-29.2pp |
| Annual return | 13.65% | 30.45%-16.8pp | 134.60%-120.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $209 | $1,247-83.2% | $2,122-90.1% | $2,471-91.5% |
| Participant deferral / active EE | $1,455 | $2,512-42.1% | $3,373-56.9% | $3,741-61.1% |
| Admin fee / account holder | $1,381 | $4,536-69.6% | $5,961-76.8% | $5,306-74.0% |