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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 | $65,751 | $62,672+4.9% | $185,117-64.5% | $70,126-6.2% |
| Participation rate | 59.2% | 63.8%-4.6pp | 77.3%-18.1pp | 69.5%-10.4pp |
| Annual return | 15.38% | 40.79%-25.4pp | 40.50%-25.1pp | 73.15%-57.8pp |
| Employer contribution / active EE | $222 | $1,753-87.4% | $4,182-94.7% | $2,343-90.5% |
| Participant deferral / active EE | $2,515 | $3,272-23.1% | $5,045-50.1% | $3,332-24.5% |
| Admin fee / account holder | $2,831 | $3,932-28.0% | $8,159-65.3% | $4,645-39.1% |