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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 | $71,057+21.6% | $93,654-7.7% | $80,874+6.8% |
| Participation rate | 24.4% | 60.4%-36.0pp | 68.7%-44.3pp | 67.6%-43.2pp |
| Annual return | 14.76% | 11.26%+3.5pp | 133.34%-118.6pp | 35.62%-20.9pp |
| Employer contribution / active EE | $167 | $1,564-89.3% | $2,421-93.1% | $2,756-93.9% |
| Participant deferral / active EE | $2,380 | $4,034-41.0% | $4,413-46.1% | $4,297-44.6% |
| Admin fee / account holder | $1,913 | $6,944-72.5% | $8,282-76.9% | $6,935-72.4% |