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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 | $100,991 | $132,820-24.0% | $342,983-70.6% | $132,820-24.0% |
| Participation rate | 51.2% | 74.3%-23.0pp | 88.2%-37.0pp | 74.3%-23.0pp |
| Annual return | 12.87% | 14.82%-1.9pp | -2.60%+15.5pp | 14.82%-1.9pp |
| Employer contribution / active EE | $624 | $4,144-84.9% | $7,825-92.0% | $4,144-84.9% |
| Participant deferral / active EE | $1,868 | $3,980-53.1% | $6,109-69.4% | $3,980-53.1% |
| Admin fee / account holder | $5,912 | $11,722-49.6% | $22,391-73.6% | $11,722-49.6% |