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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 | $28,100 | $93,617-70.0% | $135,982-79.3% | $75,177-62.6% |
| Participation rate | 69.2% | 75.2%-6.0pp | 81.9%-12.7pp | 67.2%+2.0pp |
| Annual return | 25.16% | 30.89%-5.7pp | 68.32%-43.2pp | 160.75%-135.6pp |
| Employer contribution / active EE | $538 | $3,538-84.8% | $4,859-88.9% | $2,671-79.9% |
| Participant deferral / active EE | $4,534 | $6,406-29.2% | $7,760-41.6% | $4,126+9.9% |
| Admin fee / account holder | $310 | $6,980-95.6% | $10,767-97.1% | $5,651-94.5% |