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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 | $144,297 | $108,825+32.6% | $156,181-7.6% | $82,448+75.0% |
| Participation rate | 69.0% | 72.4%-3.3pp | 78.8%-9.8pp | 68.1%+1.0pp |
| Annual return | 18.31% | 20.59%-2.3pp | 64.87%-46.6pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,287 | $4,577-50.0% | $6,132-62.7% | $4,139-44.7% |
| Admin fee / account holder | $538 | $9,341-94.2% | $14,586-96.3% | $7,234-92.6% |