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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 | $140,461 | $101,795+38.0% | $165,100-14.9% | $80,959+73.5% |
| Participation rate | 62.1% | 71.8%-9.8pp | 78.6%-16.6pp | 67.7%-5.6pp |
| Annual return | 15.02% | 16.73%-1.7pp | 70.21%-55.2pp | 35.67%-20.6pp |
| Employer contribution / active EE | $250 | $2,954-91.6% | $4,348-94.3% | $2,757-91.0% |
| Participant deferral / active EE | $4,803 | $4,476+7.3% | $6,035-20.4% | $4,300+11.7% |
| Admin fee / account holder | $1,627 | $8,221-80.2% | $12,696-87.2% | $6,925-76.5% |