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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 | $83,424 | $110,137-24.3% | $161,149-48.2% | $82,637+1.0% |
| Participation rate | 34.1% | 72.4%-38.3pp | 78.8%-44.7pp | 68.1%-34.0pp |
| Annual return | 40.43% | 20.69%+19.7pp | 21.16%+19.3pp | 53.51%-13.1pp |
| Employer contribution / active EE | $380 | $2,856-86.7% | $4,360-91.3% | $2,552-85.1% |
| Participant deferral / active EE | $2,509 | $4,575-45.2% | $6,153-59.2% | $4,126-39.2% |
| Admin fee / account holder | $9,475 | $9,467+0.1% | $15,194-37.6% | $7,339+29.1% |