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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 | $107,726 | $62,589+72.1% | $76,768+40.3% | $64,173+67.9% |
| Participation rate | 36.6% | 72.8%-36.2pp | 77.0%-40.4pp | 69.6%-33.0pp |
| Annual return | 9.10% | -1.95%+11.0pp | 2.43%+6.7pp | 7.63%+1.5pp |
| Employer contribution / active EE | $213 | $1,832-88.3% | $2,485-91.4% | $2,381-91.0% |
| Participant deferral / active EE | $2,245 | $3,145-28.6% | $3,852-41.7% | $3,470-35.3% |
| Admin fee / account holder | $17,834 | $4,667+282.1% | $6,675+167.2% | $4,887+264.9% |