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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 | $111,141 | $92,985+19.5% | $153,432-27.6% | $80,874+37.4% |
| Participation rate | 25.9% | 69.0%-43.0pp | 77.1%-51.1pp | 67.6%-41.7pp |
| Annual return | 19.08% | 19.95%-0.9pp | 15.66%+3.4pp | 35.62%-16.5pp |
| Employer contribution / active EE | $393 | $3,507-88.8% | $5,038-92.2% | $2,756-85.7% |
| Participant deferral / active EE | $2,346 | $5,178-54.7% | $6,757-65.3% | $4,297-45.4% |
| Admin fee / account holder | $1,014 | $8,880-88.6% | $12,725-92.0% | $6,935-85.4% |