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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 | $113,360 | $72,114+57.2% | $108,745+4.2% | $62,881+80.3% |
| Participation rate | 67.4% | 74.6%-7.2pp | 77.7%-10.2pp | 69.3%-1.9pp |
| Annual return | 74.71% | 13.41%+61.3pp | 46.22%+28.5pp | 20.14%+54.6pp |
| Employer contribution / active EE | $353 | $2,694-86.9% | $3,323-89.4% | $2,281-84.5% |
| Participant deferral / active EE | $2,405 | $4,044-40.5% | $5,121-53.0% | $3,203-24.9% |
| Admin fee / account holder | $2,946 | $4,608-36.1% | $6,144-52.0% | $4,296-31.4% |