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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 | $124,369 | $78,670+58.1% | $109,173+13.9% | $85,847+44.9% |
| Participation rate | 60.0% | 68.3%-8.3pp | 75.9%-15.9pp | 69.3%-9.3pp |
| Annual return | 13.76% | 25.09%-11.3pp | 25.75%-12.0pp | 318.61%-304.8pp |
| Employer contribution / active EE | $453 | $2,734-83.4% | $3,723-87.8% | $2,565-82.3% |
| Participant deferral / active EE | $2,854 | $3,467-17.7% | $4,654-38.7% | $3,952-27.8% |
| Admin fee / account holder | $1,478 | $5,469-73.0% | $6,755-78.1% | $6,261-76.4% |