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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 | $112,691 | $86,288+30.6% | $111,306+1.2% | $85,851+31.3% |
| Participation rate | 62.3% | 73.3%-11.0pp | 77.3%-15.0pp | 69.3%-7.0pp |
| Annual return | 11.37% | 19.99%-8.6pp | 54.67%-43.3pp | 318.63%-307.3pp |
| Employer contribution / active EE | $168 | $2,044-91.8% | $2,732-93.9% | $2,565-93.5% |
| Participant deferral / active EE | $3,896 | $3,641+7.0% | $4,488-13.2% | $3,952-1.4% |
| Admin fee / account holder | $7,928 | $8,189-3.2% | $7,966-0.5% | $6,261+26.6% |