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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 | $107,086 | $81,487+31.4% | $102,412+4.6% | $80,935+32.3% |
| Participation rate | 53.2% | 66.8%-13.7pp | 74.5%-21.3pp | 67.7%-14.5pp |
| Annual return | 11.84% | 25.60%-13.8pp | 24.94%-13.1pp | 35.66%-23.8pp |
| Employer contribution / active EE | $544 | $3,103-82.5% | $3,870-85.9% | $2,757-80.3% |
| Participant deferral / active EE | $6,447 | $3,871+66.6% | $5,060+27.4% | $4,299+50.0% |
| Admin fee / account holder | $8,926 | $6,717+32.9% | $8,388+6.4% | $6,924+28.9% |