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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 | $113,195 | $80,983+39.8% | $96,544+17.2% | $75,177+50.6% |
| Participation rate | 38.6% | 71.8%-33.2pp | 76.0%-37.3pp | 67.2%-28.6pp |
| Annual return | 15.29% | 27.05%-11.8pp | 25.88%-10.6pp | 160.75%-145.5pp |
| Employer contribution / active EE | $424 | $2,282-81.4% | $2,966-85.7% | $2,671-84.1% |
| Participant deferral / active EE | $3,119 | $3,929-20.6% | $4,851-35.7% | $4,126-24.4% |
| Admin fee / account holder | $1,485 | $6,717-77.9% | $8,254-82.0% | $5,651-73.7% |