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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 | $121,898 | $177,156-31.2% | $147,027-17.1% | $154,746-21.2% |
| Participation rate | 11.1% | 79.4%-68.2pp | 73.7%-62.6pp | 80.7%-69.6pp |
| Annual return | 24.36% | 21.94%+2.4pp | 20.23%+4.1pp | 172.34%-148.0pp |
| Employer contribution / active EE | $665 | $4,336-84.7% | $3,626-81.7% | $4,379-84.8% |
| Participant deferral / active EE | $3,324 | $5,797-42.7% | $4,933-32.6% | $6,730-50.6% |
| Admin fee / account holder | $408 | $14,904-97.3% | $12,223-96.7% | $14,365-97.2% |