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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 | $84,696 | $136,860-38.1% | $120,344-29.6% | $154,746-45.3% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 25.84% | 21.38%+4.5pp | 20.30%+5.5pp | 172.34%-146.5pp |
| Employer contribution / active EE | $479 | $3,533-86.5% | $3,020-84.2% | $4,379-89.1% |
| Participant deferral / active EE | $2,729 | $5,793-52.9% | $5,135-46.9% | $6,730-59.5% |
| Admin fee / account holder | $8,372 | $15,393-45.6% | $12,742-34.3% | $14,365-41.7% |