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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 | $112,440 | $87,834+28.0% | $133,975-16.1% | $62,881+78.8% |
| Participation rate | 55.6% | 83.4%-27.8pp | 87.1%-31.5pp | 69.3%-13.7pp |
| Annual return | 8.97% | 12.05%-3.1pp | 29.29%-20.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $915 | $3,482-73.7% | $5,211-82.4% | $2,281-59.9% |
| Participant deferral / active EE | $2,429 | $4,812-49.5% | $6,282-61.3% | $3,203-24.2% |
| Admin fee / account holder | $1,177 | $5,372-78.1% | $9,324-87.4% | $4,296-72.6% |