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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 | $73,026 | $63,773+14.5% | $81,286-10.2% | $80,925-9.8% |
| Participation rate | 14.7% | 63.9%-49.2pp | 69.5%-54.8pp | 67.7%-53.0pp |
| Annual return | 17.09% | 16.37%+0.7pp | 24.80%-7.7pp | 35.65%-18.6pp |
| Employer contribution / active EE | $156 | $1,979-92.1% | $2,463-93.7% | $2,756-94.3% |
| Participant deferral / active EE | $1,169 | $3,093-62.2% | $3,883-69.9% | $4,299-72.8% |
| Admin fee / account holder | $3,751 | $5,682-34.0% | $5,764-34.9% | $6,940-45.9% |