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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 | $86,408 | $71,215+21.3% | $93,696-7.8% | $80,935+6.8% |
| Participation rate | 24.4% | 60.4%-36.0pp | 68.7%-44.3pp | 67.7%-43.2pp |
| Annual return | 14.76% | 11.27%+3.5pp | 133.74%-119.0pp | 35.66%-20.9pp |
| Employer contribution / active EE | $167 | $1,565-89.3% | $2,422-93.1% | $2,757-93.9% |
| Participant deferral / active EE | $2,380 | $4,037-41.0% | $4,417-46.1% | $4,299-44.6% |
| Admin fee / account holder | $1,913 | $6,958-72.5% | $8,287-76.9% | $6,924-72.4% |