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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 | $110,651 | $88,707+24.7% | $74,184+49.2% | $273,972-59.6% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 7.08% | 11.94%-4.9pp | 17.74%-10.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $346 | $3,159-89.0% | $2,370-85.4% | $4,869-92.9% |
| Participant deferral / active EE | $3,166 | $4,212-24.8% | $3,550-10.8% | $5,287-40.1% |
| Admin fee / account holder | $4,913 | $8,717-43.6% | $5,586-12.0% | $10,133-51.5% |