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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 | $76,225 | $78,707-3.2% | $117,861-35.3% | $70,126+8.7% |
| Participation rate | 66.0% | 73.2%-7.2pp | 79.7%-13.6pp | 69.5%-3.5pp |
| Annual return | 12.84% | 23.30%-10.5pp | 335.11%-322.3pp | 73.15%-60.3pp |
| Employer contribution / active EE | $177 | $2,223-92.0% | $3,786-95.3% | $2,343-92.4% |
| Participant deferral / active EE | $1,839 | $3,297-44.2% | $4,482-59.0% | $3,332-44.8% |
| Admin fee / account holder | $1,634 | $5,066-67.7% | $8,021-79.6% | $4,645-64.8% |