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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 | $99,446 | $43,338+129.5% | $59,887+66.1% | $64,173+55.0% |
| Participation rate | 16.3% | 69.2%-52.9pp | 74.7%-58.4pp | 69.6%-53.3pp |
| Annual return | -1.62% | -1.55%-0.1pp | 3.46%-5.1pp | 7.63%-9.3pp |
| Employer contribution / active EE | $331 | $2,030-83.7% | $2,722-87.8% | $2,381-86.1% |
| Participant deferral / active EE | $2,194 | $2,547-13.9% | $3,402-35.5% | $3,470-36.8% |
| Admin fee / account holder | $1,211 | $3,007-59.7% | $3,591-66.3% | $4,887-75.2% |