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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 | $101,889 | $76,371+33.4% | $93,621+8.8% | $72,975+39.6% |
| Participation rate | 53.3% | 71.8%-18.4pp | 75.8%-22.5pp | 69.5%-16.2pp |
| Annual return | 24.37% | 25.82%-1.4pp | 32.76%-8.4pp | 81.01%-56.6pp |
| Employer contribution / active EE | $257 | $2,276-88.7% | $2,719-90.5% | $2,440-89.4% |
| Participant deferral / active EE | $1,582 | $3,538-55.3% | $4,070-61.1% | $3,608-56.1% |
| Admin fee / account holder | $1,794 | $6,839-73.8% | $7,890-77.3% | $5,124-65.0% |