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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 | $105,373 | $73,978+42.4% | $96,515+9.2% | $75,173+40.2% |
| Participation rate | 36.4% | 66.4%-30.1pp | 74.3%-38.0pp | 67.2%-30.8pp |
| Annual return | 15.35% | 26.72%-11.4pp | 35.73%-20.4pp | 160.72%-145.4pp |
| Employer contribution / active EE | $530 | $2,931-81.9% | $3,740-85.8% | $2,671-80.2% |
| Participant deferral / active EE | $2,312 | $3,660-36.8% | $4,880-52.6% | $4,126-44.0% |
| Admin fee / account holder | $9,635 | $5,219+84.6% | $6,735+43.0% | $5,651+70.5% |