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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 | $86,883 | $65,027+33.6% | $90,970-4.5% | $79,852+8.8% |
| Participation rate | 55.6% | 61.6%-6.1pp | 69.0%-13.5pp | 69.6%-14.1pp |
| Annual return | 10.36% | 30.45%-20.1pp | 134.58%-124.2pp | 31.72%-21.4pp |
| Employer contribution / active EE | $134 | $1,247-89.2% | $2,122-93.7% | $2,471-94.6% |
| Participant deferral / active EE | $1,929 | $2,512-23.2% | $3,373-42.8% | $3,740-48.4% |
| Admin fee / account holder | $8,526 | $4,535+88.0% | $5,960+43.1% | $5,306+60.7% |