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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 | $50,668 | $72,027-29.7% | $185,835-72.7% | $79,852-36.5% |
| Participation rate | 66.7% | 65.8%+0.9pp | 78.0%-11.4pp | 69.6%-3.0pp |
| Annual return | 12.80% | 23.13%-10.3pp | 35.96%-23.2pp | 31.72%-18.9pp |
| Employer contribution / active EE | $335 | $1,965-83.0% | $4,087-91.8% | $2,471-86.4% |
| Participant deferral / active EE | $3,803 | $3,780+0.6% | $5,633-32.5% | $3,740+1.7% |
| Admin fee / account holder | $1,297 | $4,513-71.3% | $9,502-86.4% | $5,306-75.6% |