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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 | $105,957 | $58,493+81.1% | $84,021+26.1% | $72,975+45.2% |
| Participation rate | 45.5% | 61.2%-15.8pp | 69.0%-23.6pp | 69.5%-24.0pp |
| Annual return | 24.14% | 28.93%-4.8pp | 71.32%-47.2pp | 81.01%-56.9pp |
| Employer contribution / active EE | $82 | $1,163-93.0% | $1,984-95.9% | $2,440-96.6% |
| Participant deferral / active EE | $2,371 | $2,394-0.9% | $3,239-26.8% | $3,608-34.3% |
| Admin fee / account holder | $2,178 | $4,569-52.3% | $6,102-64.3% | $5,124-57.5% |