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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 | $55,817 | $54,541+2.3% | $78,778-29.1% | $70,126-20.4% |
| Participation rate | 60.6% | 60.8%-0.2pp | 69.2%-8.6pp | 69.5%-8.9pp |
| Annual return | 13.66% | 21.07%-7.4pp | 35.62%-22.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $133 | $1,089-87.8% | $1,986-93.3% | $2,343-94.3% |
| Participant deferral / active EE | $1,330 | $2,210-39.8% | $2,958-55.0% | $3,332-60.1% |
| Admin fee / account holder | $1,055 | $3,709-71.6% | $5,134-79.5% | $4,645-77.3% |