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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 | $138,367 | $138,3930% | $184,256-24.9% | $80,959+70.9% |
| Participation rate | 65.4% | 83.9%-18.5pp | 86.8%-21.4pp | 67.7%-2.3pp |
| Annual return | 14.89% | 20.01%-5.1pp | 28.85%-14.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $552 | $4,847-88.6% | $6,427-91.4% | $2,757-80.0% |
| Participant deferral / active EE | $5,400 | $7,076-23.7% | $9,133-40.9% | $4,300+25.6% |
| Admin fee / account holder | $11,555 | $10,489+10.2% | $13,899-16.9% | $6,925+66.9% |