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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 | $99,558 | $57,061+74.5% | $85,063+17.0% | $80,911+23.0% |
| Participation rate | 65.1% | 56.3%+8.8pp | 67.5%-2.4pp | 67.6%-2.5pp |
| Annual return | 13.86% | 21.66%-7.8pp | 66.54%-52.7pp | 35.63%-21.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,650 | $3,110-47.0% | $4,523-63.5% | $4,297-61.6% |
| Admin fee / account holder | $5,164 | $4,986+3.6% | $6,155-16.1% | $6,935-25.5% |