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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 | $121,243 | $81,504+48.8% | $102,437+18.4% | $80,959+49.8% |
| Participation rate | 19.7% | 66.9%-47.2pp | 74.5%-54.8pp | 67.7%-48.0pp |
| Annual return | 11.17% | 25.60%-14.4pp | 24.95%-13.8pp | 35.67%-24.5pp |
| Employer contribution / active EE | $281 | $3,104-90.9% | $3,871-92.7% | $2,757-89.8% |
| Participant deferral / active EE | $3,104 | $3,871-19.8% | $5,060-38.7% | $4,300-27.8% |
| Admin fee / account holder | $898 | $6,719-86.6% | $8,388-89.3% | $6,925-87.0% |