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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 | $94,144 | $97,550-3.5% | $120,344-21.8% | $87,485+7.6% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.7%-10.0pp | 68.9%-2.3pp |
| Annual return | 23.13% | 18.41%+4.7pp | 20.30%+2.8pp | 26.06%-2.9pp |
| Employer contribution / active EE | $517 | $2,291-77.4% | $3,020-82.9% | $2,596-80.1% |
| Participant deferral / active EE | $3,892 | $4,230-8.0% | $5,135-24.2% | $4,274-8.9% |
| Admin fee / account holder | $4,828 | $9,543-49.4% | $12,742-62.1% | $7,775-37.9% |