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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 | $107,780 | $101,798+5.9% | $165,071-34.7% | $80,935+33.2% |
| Participation rate | 58.6% | 71.8%-13.2pp | 78.6%-20.0pp | 67.7%-9.0pp |
| Annual return | 13.10% | 16.73%-3.6pp | 70.17%-57.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $599 | $2,954-79.7% | $4,347-86.2% | $2,757-78.3% |
| Participant deferral / active EE | $5,993 | $4,476+33.9% | $6,035-0.7% | $4,299+39.4% |
| Admin fee / account holder | $16,195 | $8,221+97.0% | $12,695+27.6% | $6,924+133.9% |