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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 | $113,217 | $87,132+29.9% | $105,624+7.2% | $80,959+39.8% |
| Participation rate | 53.8% | 70.4%-16.6pp | 75.3%-21.4pp | 67.7%-13.8pp |
| Annual return | 17.58% | 17.03%+0.6pp | 116.20%-98.6pp | 35.67%-18.1pp |
| Employer contribution / active EE | $204 | $2,397-91.5% | $3,168-93.5% | $2,757-92.6% |
| Participant deferral / active EE | $2,140 | $3,985-46.3% | $5,013-57.3% | $4,300-50.2% |
| Admin fee / account holder | $12,147 | $8,449+43.8% | $10,961+10.8% | $6,925+75.4% |