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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 | $101,800 | $72,273+40.9% | $101,275+0.5% | $79,856+27.5% |
| Participation rate | 63.3% | 68.5%-5.1pp | 75.8%-12.5pp | 69.6%-6.3pp |
| Annual return | 19.50% | 22.30%-2.8pp | 46.48%-27.0pp | 31.71%-12.2pp |
| Employer contribution / active EE | $283 | $2,691-89.5% | $3,660-92.3% | $2,471-88.6% |
| Participant deferral / active EE | $2,601 | $3,282-20.7% | $4,371-40.5% | $3,741-30.5% |
| Admin fee / account holder | $1,033 | $4,401-76.5% | $5,948-82.6% | $5,306-80.5% |