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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 | $86,827 | $79,955+8.6% | $98,461-11.8% | $75,173+15.5% |
| Participation rate | 41.0% | 70.4%-29.3pp | 75.2%-34.1pp | 67.2%-26.2pp |
| Annual return | 22.51% | 19.75%+2.8pp | 21.17%+1.3pp | 160.72%-138.2pp |
| Employer contribution / active EE | $286 | $2,264-87.4% | $3,049-90.6% | $2,671-89.3% |
| Participant deferral / active EE | $1,589 | $3,752-57.7% | $4,738-66.5% | $4,126-61.5% |
| Admin fee / account holder | $823 | $6,841-88.0% | $8,961-90.8% | $5,651-85.4% |