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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 | $76,655 | $54,757+40.0% | $90,304-15.1% | $72,975+5.0% |
| Participation rate | 43.6% | 65.2%-21.6pp | 73.3%-29.7pp | 69.5%-25.9pp |
| Annual return | 28.41% | 30.63%-2.2pp | 78.13%-49.7pp | 81.01%-52.6pp |
| Employer contribution / active EE | $180 | $2,093-91.4% | $2,855-93.7% | $2,440-92.6% |
| Participant deferral / active EE | $1,806 | $2,887-37.4% | $3,885-53.5% | $3,608-49.9% |
| Admin fee / account holder | $2,761 | $3,973-30.5% | $5,354-48.4% | $5,124-46.1% |