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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 | $107,542 | $76,551+40.5% | $123,894-13.2% | $62,881+71.0% |
| Participation rate | 62.1% | 73.0%-10.9pp | 81.4%-19.3pp | 69.3%-7.2pp |
| Annual return | 9.06% | 18.68%-9.6pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $6 | $2,882-99.8% | $4,617-99.9% | $2,281-99.7% |
| Participant deferral / active EE | $7,149 | $4,840+47.7% | $5,984+19.5% | $3,203+123.2% |
| Admin fee / account holder | $512 | $4,826-89.4% | $8,357-93.9% | $4,296-88.1% |