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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 | $96,755 | $93,598+3.4% | $135,974-28.8% | $75,173+28.7% |
| Participation rate | 67.6% | 75.2%-7.5pp | 81.9%-14.3pp | 67.2%+0.4pp |
| Annual return | 21.79% | 30.89%-9.1pp | 68.30%-46.5pp | 160.72%-138.9pp |
| Employer contribution / active EE | $287 | $3,538-91.9% | $4,859-94.1% | $2,671-89.3% |
| Participant deferral / active EE | $3,551 | $6,405-44.6% | $7,760-54.2% | $4,126-13.9% |
| Admin fee / account holder | $3,145 | $6,978-54.9% | $10,767-70.8% | $5,651-44.3% |