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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 | $71,067 | $58,848+20.8% | $88,179-19.4% | $82,637-14.0% |
| Participation rate | 63.5% | 57.9%+5.6pp | 69.1%-5.7pp | 68.1%-4.6pp |
| Annual return | 16.52% | 22.76%-6.2pp | 64.97%-48.5pp | 53.51%-37.0pp |
| Employer contribution / active EE | $100 | $1,678-94.0% | $2,549-96.1% | $2,552-96.1% |
| Participant deferral / active EE | $2,031 | $3,124-35.0% | $4,614-56.0% | $4,126-50.8% |
| Admin fee / account holder | $1,840 | $4,795-61.6% | $7,673-76.0% | $7,339-74.9% |