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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 | $24,956 | $56,060-55.5% | $76,002-67.2% | $80,874-69.1% |
| Participation rate | 63.3% | 62.0%+1.3pp | 69.1%-5.7pp | 67.6%-4.3pp |
| Annual return | 10.19% | 20.54%-10.4pp | 360.07%-349.9pp | 35.62%-25.4pp |
| Employer contribution / active EE | $348 | $1,873-81.4% | $2,688-87.0% | $2,756-87.4% |
| Participant deferral / active EE | $8,696 | $3,051+185.0% | $4,257+104.3% | $4,297+102.4% |
| Admin fee / account holder | $8,833 | $5,237+68.6% | $6,414+37.7% | $6,935+27.4% |