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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 | $84,102 | $58,493+43.8% | $84,023+0.1% | $72,976+15.2% |
| Participation rate | 46.3% | 61.2%-15.0pp | 69.0%-22.8pp | 69.5%-23.2pp |
| Annual return | 19.52% | 28.93%-9.4pp | 71.32%-51.8pp | 81.02%-61.5pp |
| Employer contribution / active EE | $149 | $1,163-87.1% | $1,984-92.5% | $2,440-93.9% |
| Participant deferral / active EE | $2,080 | $2,394-13.1% | $3,239-35.8% | $3,608-42.4% |
| Admin fee / account holder | $4,889 | $4,569+7.0% | $6,102-19.9% | $5,124-4.6% |