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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 | $107,782 | $66,402+62.3% | $109,907-1.9% | $85,847+25.6% |
| Participation rate | 27.6% | 63.9%-36.3pp | 74.2%-46.6pp | 69.3%-41.7pp |
| Annual return | 23.16% | 19.59%+3.6pp | 29.46%-6.3pp | 318.61%-295.4pp |
| Employer contribution / active EE | $275 | $1,687-83.7% | $2,844-90.3% | $2,565-89.3% |
| Participant deferral / active EE | $1,542 | $2,842-45.7% | $4,047-61.9% | $3,952-61.0% |
| Admin fee / account holder | $457 | $4,557-90.0% | $6,069-92.5% | $6,261-92.7% |