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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 | $82,657 | $69,515+18.9% | $86,868-4.8% | $85,856-3.7% |
| Participation rate | 50.7% | 66.3%-15.6pp | 71.6%-20.9pp | 69.3%-18.6pp |
| Annual return | 13.66% | 20.12%-6.5pp | 63.53%-49.9pp | 318.58%-304.9pp |
| Employer contribution / active EE | $242 | $1,880-87.1% | $2,496-90.3% | $2,565-90.6% |
| Participant deferral / active EE | $1,967 | $2,919-32.6% | $3,699-46.8% | $3,952-50.2% |
| Admin fee / account holder | $6,193 | $5,972+3.7% | $5,829+6.2% | $6,261-1.1% |