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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 | $109,825 | $69,977+56.9% | $108,582+1.1% | $62,881+74.7% |
| Participation rate | 61.4% | 72.9%-11.5pp | 79.6%-18.2pp | 69.3%-7.9pp |
| Annual return | 8.19% | 10.73%-2.5pp | -51.70%+59.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $136 | $2,135-93.6% | $3,758-96.4% | $2,281-94.0% |
| Participant deferral / active EE | $2,412 | $3,165-23.8% | $4,311-44.0% | $3,203-24.7% |
| Admin fee / account holder | $775 | $5,076-84.7% | $7,645-89.9% | $4,296-81.9% |