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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 | $81,452 | $78,672+3.5% | $109,163-25.4% | $85,856-5.1% |
| Participation rate | 50.0% | 68.3%-18.3pp | 75.9%-25.9pp | 69.3%-19.3pp |
| Annual return | 13.31% | 25.09%-11.8pp | 25.75%-12.4pp | 318.58%-305.3pp |
| Employer contribution / active EE | $275 | $2,734-90.0% | $3,723-92.6% | $2,565-89.3% |
| Participant deferral / active EE | $1,969 | $3,467-43.2% | $4,654-57.7% | $3,952-50.2% |
| Admin fee / account holder | $3,046 | $5,470-44.3% | $6,754-54.9% | $6,261-51.3% |