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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 | $100,838 | $59,804+68.6% | $81,982+23.0% | $79,856+26.3% |
| Participation rate | 29.6% | 61.6%-32.0pp | 69.3%-39.6pp | 69.6%-40.0pp |
| Annual return | 15.41% | 17.56%-2.2pp | 41.31%-25.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $107 | $1,713-93.8% | $2,498-95.7% | $2,471-95.7% |
| Participant deferral / active EE | $1,205 | $2,695-55.3% | $3,722-67.6% | $3,741-67.8% |
| Admin fee / account holder | $21,874 | $4,288+410.1% | $5,665+286.1% | $5,306+312.2% |