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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 | $102,982 | $74,535+38.2% | $100,712+2.3% | $82,637+24.6% |
| Participation rate | 46.3% | 61.2%-14.8pp | 69.3%-22.9pp | 68.1%-21.7pp |
| Annual return | 13.15% | 18.92%-5.8pp | 33.27%-20.1pp | 53.51%-40.4pp |
| Employer contribution / active EE | $152 | $1,503-89.9% | $2,313-93.4% | $2,552-94.0% |
| Participant deferral / active EE | $2,134 | $3,074-30.6% | $4,085-47.8% | $4,126-48.3% |
| Admin fee / account holder | $9,609 | $6,576+46.1% | $9,256+3.8% | $7,339+30.9% |