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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 | $76,383 | $57,140+33.7% | $85,240-10.4% | $80,959-5.7% |
| Participation rate | 59.0% | 56.4%+2.6pp | 67.5%-8.6pp | 67.7%-8.7pp |
| Annual return | 14.60% | 21.71%-7.1pp | 66.75%-52.2pp | 35.67%-21.1pp |
| Employer contribution / active EE | $48 | $1,802-97.3% | $2,735-98.2% | $2,757-98.3% |
| Participant deferral / active EE | $6,150 | $3,115+97.4% | $4,527+35.9% | $4,300+43.0% |
| Admin fee / account holder | $11,112 | $4,992+122.6% | $6,165+80.2% | $6,925+60.4% |