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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 | $109,672 | $254,759-57.0% | $216,567-49.4% | $198,609-44.8% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 15.44% | 10.04%+5.4pp | 12.94%+2.5pp | 202.70%-187.3pp |
| Employer contribution / active EE | $760 | $6,096-87.5% | $5,216-85.4% | $5,055-85.0% |
| Participant deferral / active EE | $5,425 | $6,948-21.9% | $6,191-12.4% | $6,977-22.2% |
| Admin fee / account holder | $646 | $26,311-97.5% | $21,981-97.1% | $19,030-96.6% |