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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 | $69,805 | $64,359+8.5% | $90,161-22.6% | $70,126-0.5% |
| Participation rate | 60.0% | 70.4%-10.4pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 18.92% | 28.13%-9.2pp | 34.89%-16.0pp | 73.15%-54.2pp |
| Employer contribution / active EE | $124 | $2,046-93.9% | $3,318-96.3% | $2,343-94.7% |
| Participant deferral / active EE | $8,412 | $4,389+91.7% | $5,287+59.1% | $3,332+152.5% |
| Admin fee / account holder | $1,886 | $3,945-52.2% | $5,943-68.3% | $4,645-59.4% |