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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 | $62,659 | $97,550-35.8% | $120,344-47.9% | $87,485-28.4% |
| Participation rate | 60.2% | 72.8%-12.6pp | 76.7%-16.5pp | 68.9%-8.7pp |
| Annual return | 21.15% | 18.41%+2.7pp | 20.30%+0.8pp | 26.06%-4.9pp |
| Employer contribution / active EE | $220 | $2,291-90.4% | $3,020-92.7% | $2,596-91.5% |
| Participant deferral / active EE | $2,780 | $4,230-34.3% | $5,135-45.9% | $4,274-34.9% |
| Admin fee / account holder | $13,286 | $9,543+39.2% | $12,742+4.3% | $7,775+70.9% |