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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 | $136,529 | $118,488+15.2% | $98,462+38.7% | $139,487-2.1% |
| Participation rate | 44.4% | 77.5%-33.0pp | 75.2%-30.7pp | 80.3%-35.9pp |
| Annual return | 16.13% | 18.96%-2.8pp | 21.17%-5.0pp | 373.84%-357.7pp |
| Employer contribution / active EE | $261 | $3,611-92.8% | $3,049-91.4% | $4,755-94.5% |
| Participant deferral / active EE | $2,299 | $5,393-57.4% | $4,738-51.5% | $6,713-65.8% |
| Admin fee / account holder | $4,968 | $13,868-64.2% | $8,875-44.0% | $11,407-56.4% |