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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 | $95,453+17.7% | $112,040+0.3% | $82,448+36.3% |
| Participation rate | 52.8% | 72.8%-20.0pp | 76.5%-23.7pp | 68.1%-15.3pp |
| Annual return | 13.96% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $589 | $2,318-74.6% | $2,954-80.0% | $2,551-76.9% |
| Participant deferral / active EE | $3,288 | $4,224-22.2% | $5,098-35.5% | $4,139-20.6% |
| Admin fee / account holder | $10,514 | $9,013+16.6% | $12,098-13.1% | $7,234+45.3% |