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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 | $97,601 | $95,404+2.3% | $113,397-13.9% | $82,637+18.1% |
| Participation rate | 69.2% | 72.8%-3.6pp | 76.5%-7.3pp | 68.1%+1.2pp |
| Annual return | 24.09% | 19.08%+5.0pp | 23.20%+0.9pp | 53.51%-29.4pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,724 | $4,220+201.5% | $5,076+150.6% | $4,126+208.4% |
| Admin fee / account holder | $6,731 | $9,168-26.6% | $11,957-43.7% | $7,339-8.3% |