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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 | $130,390 | $108,825+19.8% | $156,181-16.5% | $82,448+58.1% |
| Participation rate | 60.0% | 72.4%-12.4pp | 78.8%-18.8pp | 68.1%-8.1pp |
| Annual return | 14.99% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $200 | $2,870-93.0% | $4,294-95.4% | $2,551-92.2% |
| Participant deferral / active EE | $3,098 | $4,577-32.3% | $6,132-49.5% | $4,139-25.2% |
| Admin fee / account holder | $2,221 | $9,341-76.2% | $14,586-84.8% | $7,234-69.3% |