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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 | $54,371 | $76,696-29.1% | $96,515-43.7% | $71,511-24.0% |
| Participation rate | 69.4% | 66.6%+2.8pp | 74.3%-5.0pp | 67.9%+1.4pp |
| Annual return | 16.24% | 48.32%-32.1pp | 35.73%-19.5pp | 28.86%-12.6pp |
| Employer contribution / active EE | $547 | $3,032-81.9% | $3,740-85.4% | $2,589-78.9% |
| Participant deferral / active EE | $2,692 | $3,770-28.6% | $4,880-44.8% | $4,291-37.2% |
| Admin fee / account holder | $11,151 | $2,030+449.4% | $6,735+65.6% | $1,588+602.0% |