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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 | $99,536 | $46,877+112.3% | $122,354-18.6% | $70,126+41.9% |
| Participation rate | 63.8% | 58.2%+5.6pp | 71.6%-7.8pp | 69.5%-5.7pp |
| Annual return | 16.81% | 24.22%-7.4pp | 30.28%-13.5pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,467 | $2,167-32.3% | $3,287-55.4% | $3,332-56.0% |
| Admin fee / account holder | $755 | $3,324-77.3% | $5,479-86.2% | $4,645-83.7% |