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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 | $81,278 | $74,535+9.0% | $100,712-19.3% | $82,637-1.6% |
| Participation rate | 12.4% | 61.2%-48.8pp | 69.3%-56.9pp | 68.1%-55.7pp |
| Annual return | 21.45% | 18.92%+2.5pp | 33.27%-11.8pp | 53.51%-32.1pp |
| Employer contribution / active EE | $143 | $1,503-90.5% | $2,313-93.8% | $2,552-94.4% |
| Participant deferral / active EE | $1,626 | $3,074-47.1% | $4,085-60.2% | $4,126-60.6% |
| Admin fee / account holder | $1,230 | $6,576-81.3% | $9,256-86.7% | $7,339-83.2% |