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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 | $106,587 | $58,493+82.2% | $84,021+26.9% | $72,975+46.1% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 17.78% | 28.93%-11.2pp | 71.32%-53.5pp | 81.01%-63.2pp |
| Employer contribution / active EE | $90 | $1,163-92.2% | $1,984-95.4% | $2,440-96.3% |
| Participant deferral / active EE | $3,235 | $2,394+35.1% | $3,239-0.1% | $3,608-10.3% |
| Admin fee / account holder | $3,638 | $4,569-20.4% | $6,102-40.4% | $5,124-29.0% |