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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 | $98,381 | $104,098-5.5% | $140,514-30.0% | $94,015+4.6% |
| Participation rate | 60.6% | 73.7%-13.1pp | 77.8%-17.2pp | 70.8%-10.2pp |
| Annual return | 11.49% | 15.14%-3.6pp | 14.36%-2.9pp | 17.84%-6.3pp |
| Employer contribution / active EE | $602 | $2,388-74.8% | $3,378-82.2% | $2,790-78.4% |
| Participant deferral / active EE | $4,996 | $4,033+23.9% | $4,919+1.6% | $4,249+17.6% |
| Admin fee / account holder | $25,204 | $10,439+141.5% | $13,697+84.0% | $8,951+181.6% |