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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 | $119,987 | $179,444-33.1% | $78,004+53.8% | - |
| Participation rate | 17.2% | 59.5%-42.3pp | 69.4%-52.3pp | - |
| Annual return | 16.11% | 15.96%+0.1pp | 31.07%-15.0pp | - |
| Employer contribution / active EE | $668 | $1,879-64.5% | $2,469-72.9% | - |
| Participant deferral / active EE | $1,707 | $3,588-52.4% | $4,092-58.3% | - |
| Admin fee / account holder | $27,833 | $21,474+29.6% | $7,578+267.3% | - |