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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 | $102,516 | $94,436+8.6% | $115,599-11.3% | $82,637+24.1% |
| Participation rate | 24.7% | 70.4%-45.8pp | 74.3%-49.6pp | 68.1%-43.4pp |
| Annual return | 15.20% | 18.37%-3.2pp | 111.10%-95.9pp | 53.51%-38.3pp |
| Employer contribution / active EE | $614 | $2,324-73.6% | $2,955-79.2% | $2,552-75.9% |
| Participant deferral / active EE | $1,921 | $3,955-51.4% | $4,889-60.7% | $4,126-53.5% |
| Admin fee / account holder | $4,606 | $10,328-55.4% | $12,841-64.1% | $7,339-37.2% |