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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 | $84,294 | $71,230+18.3% | $93,727-10.1% | $80,959+4.1% |
| Participation rate | 35.9% | 60.4%-24.5pp | 68.7%-32.8pp | 67.7%-31.8pp |
| Annual return | 16.08% | 11.26%+4.8pp | 133.83%-117.7pp | 35.67%-19.6pp |
| Employer contribution / active EE | $333 | $1,565-78.7% | $2,421-86.2% | $2,757-87.9% |
| Participant deferral / active EE | $1,788 | $4,037-55.7% | $4,417-59.5% | $4,300-58.4% |
| Admin fee / account holder | $3,572 | $6,961-48.7% | $8,292-56.9% | $6,925-48.4% |