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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 | $109,574 | $81,487+34.5% | $102,412+7.0% | $80,935+35.4% |
| Participation rate | 34.1% | 66.8%-32.7pp | 74.5%-40.4pp | 67.7%-33.5pp |
| Annual return | 10.86% | 25.60%-14.7pp | 24.94%-14.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $228 | $3,103-92.6% | $3,870-94.1% | $2,757-91.7% |
| Participant deferral / active EE | $1,710 | $3,871-55.8% | $5,060-66.2% | $4,299-60.2% |
| Admin fee / account holder | $1,206 | $6,717-82.0% | $8,388-85.6% | $6,924-82.6% |