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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 | $95,404+19.3% | $113,397+0.4% | $82,637+37.7% |
| Participation rate | 56.8% | 72.8%-16.1pp | 76.5%-19.7pp | 68.1%-11.3pp |
| Annual return | 13.29% | 19.08%-5.8pp | 23.20%-9.9pp | 53.51%-40.2pp |
| Employer contribution / active EE | $620 | $2,307-73.1% | $2,977-79.2% | $2,552-75.7% |
| Participant deferral / active EE | $2,932 | $4,220-30.5% | $5,076-42.2% | $4,126-28.9% |
| Admin fee / account holder | $5,728 | $9,168-37.5% | $11,957-52.1% | $7,339-22.0% |