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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 | $95,658 | $57,828+65.4% | $117,039-18.3% | $70,124+36.4% |
| Participation rate | 26.9% | 67.1%-40.2pp | 77.2%-50.3pp | 69.5%-42.6pp |
| Annual return | 22.01% | 17.55%+4.5pp | 18.95%+3.1pp | 73.14%-51.1pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,950 | $2,438-20.0% | $3,929-50.4% | $3,332-41.5% |
| Admin fee / account holder | $449 | $3,548-87.4% | $5,974-92.5% | $4,645-90.3% |