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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 | $97,470 | $73,978+31.8% | $96,515+1.0% | $75,173+29.7% |
| Participation rate | 67.2% | 66.4%+0.8pp | 74.3%-7.1pp | 67.2%0pp |
| Annual return | 14.60% | 26.72%-12.1pp | 35.73%-21.1pp | 160.72%-146.1pp |
| Employer contribution / active EE | $531 | $2,931-81.9% | $3,740-85.8% | $2,671-80.1% |
| Participant deferral / active EE | $4,480 | $3,660+22.4% | $4,880-8.2% | $4,126+8.6% |
| Admin fee / account holder | $2,480 | $5,219-52.5% | $6,735-63.2% | $5,651-56.1% |