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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 | $111,439 | $78,423+42.1% | $95,964+16.1% | $79,856+39.5% |
| Participation rate | 32.6% | 73.5%-40.9pp | 77.1%-44.5pp | 69.6%-37.0pp |
| Annual return | 15.01% | 19.37%-4.4pp | 91.64%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $296 | $1,945-84.8% | $2,541-88.3% | $2,471-88.0% |
| Participant deferral / active EE | $1,760 | $3,440-48.8% | $4,167-57.8% | $3,741-53.0% |
| Admin fee / account holder | $7,716 | $5,622+37.3% | $6,797+13.5% | $5,306+45.4% |