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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 | $101,093 | $86,949+16.3% | $102,460-1.3% | $80,959+24.9% |
| Participation rate | 62.8% | 72.4%-9.6pp | 76.5%-13.7pp | 67.7%-4.9pp |
| Annual return | 18.81% | 18.89%-0.1pp | 29.47%-10.7pp | 35.67%-16.9pp |
| Employer contribution / active EE | $484 | $2,370-79.6% | $3,025-84.0% | $2,757-82.5% |
| Participant deferral / active EE | $4,132 | $4,121+0.3% | $5,056-18.3% | $4,300-3.9% |
| Admin fee / account holder | $8,413 | $8,048+4.5% | $9,460-11.1% | $6,925+21.5% |