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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 | $104,158 | $58,099+79.3% | $76,872+35.5% | $75,173+38.6% |
| Participation rate | 66.7% | 63.9%+2.8pp | 69.6%-2.9pp | 67.2%-0.5pp |
| Annual return | 19.48% | 26.71%-7.2pp | 37.90%-18.4pp | 160.72%-141.2pp |
| Employer contribution / active EE | $384 | $1,996-80.8% | $2,533-84.8% | $2,671-85.6% |
| Participant deferral / active EE | $6,010 | $2,999+100.4% | $3,832+56.8% | $4,126+45.6% |
| Admin fee / account holder | $1,221 | $4,778-74.4% | $5,476-77.7% | $5,651-78.4% |