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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 | $115,561 | $90,400+27.8% | $186,193-37.9% | $87,485+32.1% |
| Participation rate | 66.1% | 66.2%-0.1pp | 77.1%-11.0pp | 68.9%-2.8pp |
| Annual return | 15.34% | 22.15%-6.8pp | 78.03%-62.7pp | 26.06%-10.7pp |
| Employer contribution / active EE | $415 | $2,170-80.9% | $3,918-89.4% | $2,596-84.0% |
| Participant deferral / active EE | $5,435 | $4,330+25.5% | $6,513-16.6% | $4,274+27.2% |
| Admin fee / account holder | $10,587 | $8,673+22.1% | $11,058-4.3% | $7,775+36.2% |