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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 | $91,514 | $95,453-4.1% | $112,040-18.3% | $82,448+11.0% |
| Participation rate | 53.8% | 72.8%-18.9pp | 76.5%-22.6pp | 68.1%-14.2pp |
| Annual return | 17.81% | 23.92%-6.1pp | 24.52%-6.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $629 | $2,318-72.9% | $2,954-78.7% | $2,551-75.3% |
| Participant deferral / active EE | $3,524 | $4,224-16.6% | $5,098-30.9% | $4,139-14.9% |
| Admin fee / account holder | $2,127 | $9,013-76.4% | $12,098-82.4% | $7,234-70.6% |