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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 | $57,675 | $44,746+28.9% | $88,179-34.6% | $64,097-10.0% |
| Participation rate | 15.6% | 39.8%-24.2pp | 69.1%-53.6pp | 55.2%-39.6pp |
| Annual return | 17.27% | 24.70%-7.4pp | 64.97%-47.7pp | 34.64%-17.4pp |
| Employer contribution / active EE | $20 | $1,078-98.1% | $2,549-99.2% | $1,891-98.9% |
| Participant deferral / active EE | $1,403 | $2,072-32.3% | $4,614-69.6% | $3,080-54.4% |
| Admin fee / account holder | $5,579 | $3,437+62.3% | $7,673-27.3% | $3,454+61.5% |