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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 | $47,632 | $48,364-1.5% | $71,796-33.7% | $62,881-24.3% |
| Participation rate | 61.7% | 60.6%+1.1pp | 69.1%-7.4pp | 69.3%-7.6pp |
| Annual return | 6.22% | 13.16%-6.9pp | 78.04%-71.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $155 | $1,042-85.1% | $1,924-91.9% | $2,281-93.2% |
| Participant deferral / active EE | $1,642 | $2,091-21.5% | $2,794-41.2% | $3,203-48.7% |
| Admin fee / account holder | $3,119 | $3,771-17.3% | $4,815-35.2% | $4,296-27.4% |