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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 | $86,707 | $51,202+69.3% | $70,548+22.9% | $75,181+15.3% |
| Participation rate | 22.9% | 61.0%-38.1pp | 68.3%-45.5pp | 67.2%-44.3pp |
| Annual return | 21.52% | 30.05%-8.5pp | 32.78%-11.3pp | 160.69%-139.2pp |
| Employer contribution / active EE | $135 | $1,827-92.6% | $2,975-95.5% | $2,671-95.0% |
| Participant deferral / active EE | $2,759 | $2,850-3.2% | $4,567-39.6% | $4,126-33.1% |
| Admin fee / account holder | $4,284 | $4,094+4.7% | $6,424-33.3% | $5,650-24.2% |