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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 | $88,559 | $58,493+51.4% | $84,021+5.4% | $72,975+21.4% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.0%-9.0pp | 69.5%-9.5pp |
| Annual return | 21.99% | 28.93%-6.9pp | 71.32%-49.3pp | 81.01%-59.0pp |
| Employer contribution / active EE | $184 | $1,163-84.2% | $1,984-90.7% | $2,440-92.5% |
| Participant deferral / active EE | $1,801 | $2,394-24.8% | $3,239-44.4% | $3,608-50.1% |
| Admin fee / account holder | $1,281 | $4,569-72.0% | $6,102-79.0% | $5,124-75.0% |