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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 | $113,570 | $151,314-24.9% | $258,236-56.0% | $122,131-7.0% |
| Participation rate | 53.8% | 73.9%-20.0pp | 81.9%-28.1pp | 75.1%-21.2pp |
| Annual return | 12.95% | 15.82%-2.9pp | -3.31%+16.3pp | 16.17%-3.2pp |
| Employer contribution / active EE | $361 | $5,035-92.8% | $7,891-95.4% | $3,608-90.0% |
| Participant deferral / active EE | $4,087 | $4,073+0.3% | $5,237-22.0% | $3,892+5.0% |
| Admin fee / account holder | $3,415 | $10,152-66.4% | $14,475-76.4% | $11,586-70.5% |