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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 | $108,109 | $72,486+49.1% | $87,103+24.1% | $72,976+48.1% |
| Participation rate | 39.3% | 72.8%-33.5pp | 76.9%-37.5pp | 69.5%-30.1pp |
| Annual return | 21.77% | 24.46%-2.7pp | 28.19%-6.4pp | 81.02%-59.2pp |
| Employer contribution / active EE | $303 | $1,894-84.0% | $2,521-88.0% | $2,440-87.6% |
| Participant deferral / active EE | $2,172 | $3,270-33.6% | $4,049-46.3% | $3,608-39.8% |
| Admin fee / account holder | $9,292 | $5,055+83.8% | $7,491+24.0% | $5,124+81.3% |