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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 | $110,881 | $88,672+25.0% | $105,223+5.4% | $82,448+34.5% |
| Participation rate | 69.5% | 67.9%+1.6pp | 75.0%-5.6pp | 68.1%+1.4pp |
| Annual return | 14.92% | 30.86%-15.9pp | 180.65%-165.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $289 | $3,048-90.5% | $3,689-92.2% | $2,551-88.7% |
| Participant deferral / active EE | $2,722 | $4,036-32.6% | $5,072-46.3% | $4,139-34.2% |
| Admin fee / account holder | $10,913 | $7,146+52.7% | $8,859+23.2% | $7,234+50.8% |