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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 | $93,485 | $71,197+31.3% | $93,669-0.2% | $80,925+15.5% |
| Participation rate | 38.3% | 60.4%-22.1pp | 68.7%-30.5pp | 67.7%-29.4pp |
| Annual return | 11.32% | 11.27%+0.1pp | 133.59%-122.3pp | 35.65%-24.3pp |
| Employer contribution / active EE | $371 | $1,565-76.3% | $2,424-84.7% | $2,756-86.6% |
| Participant deferral / active EE | $2,069 | $4,036-48.7% | $4,416-53.1% | $4,299-51.9% |
| Admin fee / account holder | $8,438 | $6,959+21.2% | $8,291+1.8% | $6,940+21.6% |