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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 | $73,880 | $63,355+16.6% | $91,994-19.7% | $72,983+1.2% |
| Participation rate | 64.3% | 72.5%-8.2pp | 78.6%-14.3pp | 69.5%-5.2pp |
| Annual return | 22.61% | 35.35%-12.7pp | 69.03%-46.4pp | 81.01%-58.4pp |
| Employer contribution / active EE | $151 | $2,116-92.9% | $3,452-95.6% | $2,440-93.8% |
| Participant deferral / active EE | $3,011 | $4,883-38.3% | $5,923-49.2% | $3,608-16.5% |
| Admin fee / account holder | $2,316 | $4,668-50.4% | $7,743-70.1% | $5,124-54.8% |