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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 | $113,819 | $95,453+19.2% | $112,040+1.6% | $82,448+38.0% |
| Participation rate | 56.8% | 72.8%-16.0pp | 76.5%-19.7pp | 68.1%-11.3pp |
| Annual return | 13.29% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.4pp |
| Employer contribution / active EE | $620 | $2,318-73.3% | $2,954-79.0% | $2,551-75.7% |
| Participant deferral / active EE | $2,932 | $4,224-30.6% | $5,098-42.5% | $4,139-29.2% |
| Admin fee / account holder | $5,728 | $9,013-36.5% | $12,098-52.7% | $7,234-20.8% |