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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 | $106,470 | $80,992+31.5% | $96,534+10.3% | $75,173+41.6% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 18.27% | 27.05%-8.8pp | 25.88%-7.6pp | 160.72%-142.5pp |
| Employer contribution / active EE | $497 | $2,283-78.2% | $2,965-83.2% | $2,671-81.4% |
| Participant deferral / active EE | $3,606 | $3,929-8.2% | $4,851-25.7% | $4,126-12.6% |
| Admin fee / account holder | $5,672 | $6,717-15.6% | $8,253-31.3% | $5,651+0.4% |