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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 | $98,162 | $93,064+5.5% | $74,577+31.6% | $273,972-64.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 6.41% | 26.18%-19.8pp | 20.47%-14.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $55 | $3,160-98.3% | $2,525-97.8% | $4,869-98.9% |
| Participant deferral / active EE | $7,785 | $4,160+87.1% | $3,458+125.1% | $5,287+47.2% |
| Admin fee / account holder | $8,137 | $5,273+54.3% | $4,138+96.6% | $10,133-19.7% |