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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 | $52,360 | $58,512-10.5% | $84,020-37.7% | $72,983-28.3% |
| Participation rate | 65.8% | 61.2%+4.6pp | 69.0%-3.2pp | 69.5%-3.7pp |
| Annual return | 20.59% | 28.93%-8.3pp | 71.31%-50.7pp | 81.01%-60.4pp |
| Employer contribution / active EE | $65 | $1,163-94.4% | $1,984-96.7% | $2,440-97.3% |
| Participant deferral / active EE | $1,229 | $2,394-48.7% | $3,239-62.1% | $3,608-65.9% |
| Admin fee / account holder | $899 | $4,569-80.3% | $6,101-85.3% | $5,124-82.5% |