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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 | $64,734+30.8% | $90,796-6.8% | $64,097+32.1% |
| Participation rate | 7.6% | 53.2%-45.6pp | 69.5%-61.9pp | 55.2%-47.6pp |
| Annual return | 18.12% | 17.77%+0.3pp | 19.29%-1.2pp | 34.64%-16.5pp |
| Employer contribution / active EE | $311 | $1,703-81.8% | $2,294-86.5% | $1,891-83.6% |
| Participant deferral / active EE | $1,112 | $2,629-57.7% | $3,822-70.9% | $3,080-63.9% |
| Admin fee / account holder | $4,006 | $3,474+15.3% | $7,024-43.0% | $3,454+16.0% |