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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 | $82,914 | $81,476+1.8% | $102,383-19.0% | $80,925+2.5% |
| Participation rate | 17.8% | 66.8%-49.1pp | 74.5%-56.7pp | 67.7%-49.9pp |
| Annual return | 11.98% | 25.59%-13.6pp | 24.94%-13.0pp | 35.65%-23.7pp |
| Employer contribution / active EE | $690 | $3,105-77.8% | $3,870-82.2% | $2,756-75.0% |
| Participant deferral / active EE | $1,773 | $3,871-54.2% | $5,060-64.9% | $4,299-58.7% |
| Admin fee / account holder | $1,197 | $6,717-82.2% | $8,391-85.7% | $6,940-82.8% |