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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 | $77,600 | $73,787+5.2% | $98,716-21.4% | $82,448-5.9% |
| Participation rate | 9.7% | 61.4%-51.7pp | 69.3%-59.6pp | 68.1%-58.4pp |
| Annual return | 17.29% | 18.57%-1.3pp | 31.81%-14.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $168 | $1,511-88.9% | $2,279-92.6% | $2,551-93.4% |
| Participant deferral / active EE | $1,681 | $3,081-45.4% | $4,048-58.5% | $4,139-59.4% |
| Admin fee / account holder | $16,214 | $6,500+149.4% | $8,703+86.3% | $7,234+124.1% |