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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 | $93,843 | $53,774+74.5% | $134,162-30.1% | $79,856+17.5% |
| Participation rate | 60.0% | 58.8%+1.2pp | 72.2%-12.2pp | 69.6%-9.6pp |
| Annual return | 23.34% | 19.01%+4.3pp | 36.35%-13.0pp | 31.71%-8.4pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,335 | $2,420+120.5% | $3,500+52.4% | $3,741+42.6% |
| Admin fee / account holder | $12,607 | $3,985+216.4% | $6,685+88.6% | $5,306+137.6% |