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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 | $76,252 | $67,602+12.8% | $82,312-7.4% | $70,126+8.7% |
| Participation rate | 55.6% | 72.8%-17.2pp | 76.9%-21.3pp | 69.5%-14.0pp |
| Annual return | 21.44% | 21.57%-0.1pp | 25.88%-4.4pp | 73.15%-51.7pp |
| Employer contribution / active EE | $312 | $1,755-82.2% | $2,428-87.1% | $2,343-86.7% |
| Participant deferral / active EE | $2,927 | $2,987-2.0% | $3,706-21.0% | $3,332-12.2% |
| Admin fee / account holder | $1,601 | $4,512-64.5% | $5,608-71.5% | $4,645-65.5% |