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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 | $117,389 | $65,364+79.6% | $92,909+26.3% | $72,975+60.9% |
| Participation rate | 45.9% | 68.3%-22.4pp | 76.0%-30.1pp | 69.5%-23.5pp |
| Annual return | 20.94% | 42.11%-21.2pp | 109.44%-88.5pp | 81.01%-60.1pp |
| Employer contribution / active EE | $49 | $2,594-98.1% | $3,653-98.6% | $2,440-98.0% |
| Participant deferral / active EE | $2,821 | $3,128-9.8% | $4,238-33.4% | $3,608-21.8% |
| Admin fee / account holder | $7,320 | $4,251+72.2% | $5,795+26.3% | $5,124+42.9% |