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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 | $105,786 | $72,492+45.9% | $87,104+21.4% | $72,975+45.0% |
| Participation rate | 36.0% | 72.8%-36.8pp | 76.9%-40.9pp | 69.5%-33.5pp |
| Annual return | 27.74% | 24.46%+3.3pp | 28.19%-0.5pp | 81.01%-53.3pp |
| Employer contribution / active EE | $364 | $1,894-80.8% | $2,521-85.6% | $2,440-85.1% |
| Participant deferral / active EE | $2,715 | $3,270-17.0% | $4,048-32.9% | $3,608-24.7% |
| Admin fee / account holder | $4,069 | $5,055-19.5% | $7,491-45.7% | $5,124-20.6% |