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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 | $65,329 | $56,894+14.8% | $84,753-22.9% | $62,881+3.9% |
| Participation rate | 68.5% | 68.5%0pp | 76.6%-8.1pp | 69.3%-0.8pp |
| Annual return | 7.46% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,681 | $2,709+35.9% | $3,712-0.8% | $3,203+14.9% |
| Admin fee / account holder | $797 | $3,581-77.8% | $5,333-85.1% | $4,296-81.5% |