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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 | $84,661 | $67,776+24.9% | $90,312-6.3% | $65,306+29.6% |
| Participation rate | 7.6% | 58.1%-50.5pp | 72.9%-65.3pp | 57.7%-50.1pp |
| Annual return | 18.12% | 16.62%+1.5pp | 18.90%-0.8pp | 21.94%-3.8pp |
| Employer contribution / active EE | $311 | $2,195-85.9% | $2,243-86.1% | $1,967-84.2% |
| Participant deferral / active EE | $1,112 | $2,641-57.9% | $3,749-70.3% | $2,959-62.4% |
| Admin fee / account holder | $4,006 | $3,322+20.6% | $8,248-51.4% | $3,480+15.1% |