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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 | $106,098 | $78,423+35.3% | $95,964+10.6% | $79,856+32.9% |
| Participation rate | 67.9% | 73.5%-5.6pp | 77.1%-9.2pp | 69.6%-1.8pp |
| Annual return | 18.88% | 19.37%-0.5pp | 91.64%-72.8pp | 31.71%-12.8pp |
| Employer contribution / active EE | $392 | $1,945-79.9% | $2,541-84.6% | $2,471-84.2% |
| Participant deferral / active EE | $3,099 | $3,440-9.9% | $4,167-25.6% | $3,741-17.2% |
| Admin fee / account holder | $2,100 | $5,622-62.6% | $6,797-69.1% | $5,306-60.4% |