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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 | $105,794 | $107,733-1.8% | $92,985+13.8% | $154,746-31.6% |
| Participation rate | 56.3% | 74.6%-18.3pp | 69.5%-13.2pp | 80.7%-24.5pp |
| Annual return | 11.48% | 30.39%-18.9pp | 27.99%-16.5pp | 172.34%-160.9pp |
| Employer contribution / active EE | $487 | $3,126-84.4% | $2,662-81.7% | $4,379-88.9% |
| Participant deferral / active EE | $4,610 | $5,053-8.8% | $4,377+5.3% | $6,730-31.5% |
| Admin fee / account holder | $18,384 | $11,369+61.7% | $9,463+94.3% | $14,365+28.0% |