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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 | $122,697 | $97,550+25.8% | $120,344+2.0% | $87,485+40.2% |
| Participation rate | 63.3% | 72.8%-9.5pp | 76.7%-13.4pp | 68.9%-5.6pp |
| Annual return | 17.40% | 18.41%-1.0pp | 20.30%-2.9pp | 26.06%-8.7pp |
| Employer contribution / active EE | $316 | $2,291-86.2% | $3,020-89.5% | $2,596-87.8% |
| Participant deferral / active EE | $2,899 | $4,230-31.5% | $5,135-43.5% | $4,274-32.2% |
| Admin fee / account holder | $337 | $9,543-96.5% | $12,742-97.4% | $7,775-95.7% |