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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 | $117,523 | $86,940+35.2% | $102,434+14.7% | $80,935+45.2% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 13.08% | 18.89%-5.8pp | 29.46%-16.4pp | 35.66%-22.6pp |
| Employer contribution / active EE | $429 | $2,370-81.9% | $3,023-85.8% | $2,757-84.5% |
| Participant deferral / active EE | $3,037 | $4,121-26.3% | $5,055-39.9% | $4,299-29.4% |
| Admin fee / account holder | $2,352 | $8,047-70.8% | $9,462-75.1% | $6,924-66.0% |