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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 | $100,966 | $76,551+31.9% | $123,894-18.5% | $62,881+60.6% |
| Participation rate | 45.9% | 73.0%-27.1pp | 81.4%-35.5pp | 69.3%-23.4pp |
| Annual return | 7.82% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $399 | $2,882-86.1% | $4,617-91.3% | $2,281-82.5% |
| Participant deferral / active EE | $2,737 | $4,840-43.4% | $5,984-54.3% | $3,203-14.5% |
| Admin fee / account holder | $914 | $4,826-81.1% | $8,357-89.1% | $4,296-78.7% |