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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 | $92,689 | $67,411+37.5% | $91,004+1.9% | $70,126+32.2% |
| Participation rate | 61.3% | 71.4%-10.1pp | 75.6%-14.3pp | 69.5%-8.2pp |
| Annual return | 14.18% | -40.16%+54.3pp | 4.60%+9.6pp | 73.15%-59.0pp |
| Employer contribution / active EE | $261 | $1,786-85.4% | $2,456-89.4% | $2,343-88.9% |
| Participant deferral / active EE | $2,364 | $2,823-16.2% | $3,548-33.4% | $3,332-29.0% |
| Admin fee / account holder | $2,727 | $4,236-35.6% | $5,417-49.7% | $4,645-41.3% |