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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 | $94,858 | $77,472+22.4% | $100,415-5.5% | $80,959+17.2% |
| Participation rate | 59.5% | 76.9%-17.4pp | 81.5%-22.0pp | 67.7%-8.1pp |
| Annual return | 19.66% | 37.26%-17.6pp | 49.47%-29.8pp | 35.67%-16.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,243 | $6,818+6.2% | $8,091-10.5% | $4,300+68.4% |
| Admin fee / account holder | $7,381 | $5,885+25.4% | $7,906-6.6% | $6,925+6.6% |