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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 | $82,294 | $79,955+2.9% | $98,461-16.4% | $75,173+9.5% |
| Participation rate | 48.4% | 70.4%-21.9pp | 75.2%-26.7pp | 67.2%-18.8pp |
| Annual return | 19.68% | 19.75%-0.1pp | 21.17%-1.5pp | 160.72%-141.0pp |
| Employer contribution / active EE | $117 | $2,264-94.8% | $3,049-96.2% | $2,671-95.6% |
| Participant deferral / active EE | $3,850 | $3,752+2.6% | $4,738-18.8% | $4,126-6.7% |
| Admin fee / account holder | $2,448 | $6,841-64.2% | $8,961-72.7% | $5,651-56.7% |