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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 | $57,073+33.8% | $85,126-10.3% | $80,925-5.6% |
| Participation rate | 59.0% | 56.4%+2.6pp | 67.5%-8.5pp | 67.7%-8.7pp |
| Annual return | 14.60% | 21.69%-7.1pp | 66.63%-52.0pp | 35.65%-21.0pp |
| Employer contribution / active EE | $48 | $1,801-97.3% | $2,731-98.2% | $2,756-98.3% |
| Participant deferral / active EE | $6,150 | $3,113+97.6% | $4,523+36.0% | $4,299+43.1% |
| Admin fee / account holder | $11,112 | $4,988+122.8% | $6,160+80.4% | $6,940+60.1% |