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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 | $112,687 | $101,763+10.7% | $164,866-31.6% | $80,874+39.3% |
| Participation rate | 37.0% | 71.8%-34.9pp | 78.6%-41.6pp | 67.6%-30.7pp |
| Annual return | 17.43% | 16.73%+0.7pp | 69.97%-52.5pp | 35.62%-18.2pp |
| Employer contribution / active EE | $719 | $2,954-75.7% | $4,343-83.4% | $2,756-73.9% |
| Participant deferral / active EE | $3,596 | $4,477-19.7% | $6,033-40.4% | $4,297-16.3% |
| Admin fee / account holder | $5,005 | $8,228-39.2% | $12,689-60.6% | $6,935-27.8% |