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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 | $100,324 | $80,992+23.9% | $96,534+3.9% | $75,173+33.5% |
| Participation rate | 45.2% | 71.8%-26.6pp | 76.0%-30.8pp | 67.2%-22.0pp |
| Annual return | 18.10% | 27.05%-8.9pp | 25.88%-7.8pp | 160.72%-142.6pp |
| Employer contribution / active EE | $126 | $2,283-94.5% | $2,965-95.8% | $2,671-95.3% |
| Participant deferral / active EE | $2,514 | $3,929-36.0% | $4,851-48.2% | $4,126-39.1% |
| Admin fee / account holder | $952 | $6,717-85.8% | $8,253-88.5% | $5,651-83.2% |