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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 | $80,777 | $105,284-23.3% | $150,734-46.4% | $94,015-14.1% |
| Participation rate | 63.3% | 71.7%-8.5pp | 78.4%-15.2pp | 70.8%-7.6pp |
| Annual return | 17.51% | 15.67%+1.8pp | 600.81%-583.3pp | 17.84%-0.3pp |
| Employer contribution / active EE | $382 | $3,599-89.4% | $4,918-92.2% | $2,790-86.3% |
| Participant deferral / active EE | $2,996 | $4,274-29.9% | $5,610-46.6% | $4,249-29.5% |
| Admin fee / account holder | $3,391 | $9,839-65.5% | $14,905-77.2% | $8,951-62.1% |