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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 | $100,061 | $74,535+34.2% | $100,712-0.6% | $82,637+21.1% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.3%-29.3pp | 68.1%-28.1pp |
| Annual return | 15.47% | 18.92%-3.5pp | 33.27%-17.8pp | 53.51%-38.0pp |
| Employer contribution / active EE | $140 | $1,503-90.7% | $2,313-94.0% | $2,552-94.5% |
| Participant deferral / active EE | $4,287 | $3,074+39.5% | $4,085+4.9% | $4,126+3.9% |
| Admin fee / account holder | $5,812 | $6,576-11.6% | $9,256-37.2% | $7,339-20.8% |