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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 | $105,057 | $94,315+11.4% | $239,403-56.1% | $116,462-9.8% |
| Participation rate | 53.6% | 71.7%-18.1pp | 82.2%-28.6pp | 74.7%-21.1pp |
| Annual return | 24.60% | 19.05%+5.5pp | 3.34%+21.3pp | 15.65%+8.9pp |
| Employer contribution / active EE | $226 | $1,745-87.0% | $4,656-95.1% | $3,231-93.0% |
| Participant deferral / active EE | $3,336 | $2,870+16.2% | $4,239-21.3% | $3,836-13.0% |
| Admin fee / account holder | $1,350 | $9,071-85.1% | $21,121-93.6% | $12,754-89.4% |