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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 | $112,336 | $104,098+7.9% | $140,514-20.1% | $94,015+19.5% |
| Participation rate | 52.8% | 73.7%-20.9pp | 77.8%-25.0pp | 70.8%-18.0pp |
| Annual return | 13.96% | 15.14%-1.2pp | 14.36%-0.4pp | 17.84%-3.9pp |
| Employer contribution / active EE | $589 | $2,388-75.3% | $3,378-82.6% | $2,790-78.9% |
| Participant deferral / active EE | $3,288 | $4,033-18.5% | $4,919-33.2% | $4,249-22.6% |
| Admin fee / account holder | $10,514 | $10,439+0.7% | $13,697-23.2% | $8,951+17.5% |