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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 | $115,624 | $73,787+56.7% | $98,716+17.1% | $82,448+40.2% |
| Participation rate | 41.3% | 61.4%-20.1pp | 69.3%-28.0pp | 68.1%-26.7pp |
| Annual return | 15.49% | 18.57%-3.1pp | 31.81%-16.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $228 | $1,511-84.9% | $2,279-90.0% | $2,551-91.1% |
| Participant deferral / active EE | $1,892 | $3,081-38.6% | $4,048-53.3% | $4,139-54.3% |
| Admin fee / account holder | $2,468 | $6,500-62.0% | $8,703-71.6% | $7,234-65.9% |