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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 | $104,727 | $71,208+47.1% | $93,681+11.8% | $80,911+29.4% |
| Participation rate | 46.4% | 60.4%-14.0pp | 68.7%-22.4pp | 67.6%-21.3pp |
| Annual return | 16.24% | 11.27%+5.0pp | 133.47%-117.2pp | 35.63%-19.4pp |
| Employer contribution / active EE | $143 | $1,564-90.9% | $2,422-94.1% | $2,756-94.8% |
| Participant deferral / active EE | $3,119 | $4,035-22.7% | $4,415-29.3% | $4,297-27.4% |
| Admin fee / account holder | $9,971 | $6,951+43.4% | $8,290+20.3% | $6,935+43.8% |