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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 | $74,619 | $71,215+4.8% | $93,696-20.4% | $80,935-7.8% |
| Participation rate | 66.3% | 60.4%+5.9pp | 68.7%-2.4pp | 67.7%-1.3pp |
| Annual return | 12.64% | 11.27%+1.4pp | 133.74%-121.1pp | 35.66%-23.0pp |
| Employer contribution / active EE | $308 | $1,565-80.3% | $2,422-87.3% | $2,757-88.8% |
| Participant deferral / active EE | $2,008 | $4,037-50.3% | $4,417-54.5% | $4,299-53.3% |
| Admin fee / account holder | $12,105 | $6,958+74.0% | $8,287+46.1% | $6,924+74.8% |