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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 | $40,460 | $93,617-56.8% | $135,982-70.2% | $75,177-46.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 18.06% | 30.89%-12.8pp | 68.32%-50.3pp | 160.75%-142.7pp |
| Employer contribution / active EE | $360 | $3,538-89.8% | $4,859-92.6% | $2,671-86.5% |
| Participant deferral / active EE | $10,150 | $6,406+58.4% | $7,760+30.8% | $4,126+146.0% |
| Admin fee / account holder | $8,720 | $6,980+24.9% | $10,767-19.0% | $5,651+54.3% |