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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 | $108,527 | $106,864+1.6% | $147,318-26.3% | $82,637+31.3% |
| Participation rate | 65.7% | 75.5%-9.8pp | 82.1%-16.4pp | 68.1%-2.4pp |
| Annual return | 14.75% | 27.49%-12.7pp | 70.43%-55.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $509 | $3,417-85.1% | $4,593-88.9% | $2,552-80.0% |
| Participant deferral / active EE | $5,365 | $6,496-17.4% | $7,906-32.1% | $4,126+30.0% |
| Admin fee / account holder | $7,482 | $8,415-11.1% | $13,708-45.4% | $7,339+1.9% |