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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 | $95,707 | $69,977+36.8% | $108,582-11.9% | $62,881+52.2% |
| Participation rate | 57.7% | 72.9%-15.2pp | 79.6%-21.9pp | 69.3%-11.6pp |
| Annual return | 6.39% | 10.73%-4.3pp | -51.70%+58.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $274 | $2,135-87.2% | $3,758-92.7% | $2,281-88.0% |
| Participant deferral / active EE | $3,852 | $3,165+21.7% | $4,311-10.6% | $3,203+20.3% |
| Admin fee / account holder | $17,633 | $5,076+247.3% | $7,645+130.6% | $4,296+310.5% |