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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 | $71,669 | $58,493+22.5% | $84,021-14.7% | $72,975-1.8% |
| Participation rate | 53.1% | 61.2%-8.1pp | 69.0%-15.9pp | 69.5%-16.4pp |
| Annual return | 18.88% | 28.93%-10.1pp | 71.32%-52.4pp | 81.01%-62.1pp |
| Employer contribution / active EE | $160 | $1,163-86.3% | $1,984-92.0% | $2,440-93.5% |
| Participant deferral / active EE | $3,190 | $2,394+33.3% | $3,239-1.5% | $3,608-11.6% |
| Admin fee / account holder | $13,739 | $4,569+200.7% | $6,102+125.2% | $5,124+168.1% |