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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 | $99,221 | $63,861+55.4% | $104,614-5.2% | $79,858+24.2% |
| Participation rate | 60.3% | 64.9%-4.6pp | 74.1%-13.7pp | 69.6%-9.3pp |
| Annual return | 13.24% | 21.30%-8.1pp | 340.56%-327.3pp | 31.72%-18.5pp |
| Employer contribution / active EE | $181 | $1,588-88.6% | $2,681-93.3% | $2,471-92.7% |
| Participant deferral / active EE | $3,557 | $2,693+32.1% | $3,739-4.9% | $3,740-4.9% |
| Admin fee / account holder | $2,283 | $4,185-45.5% | $6,464-64.7% | $5,306-57.0% |