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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 | $52,443 | $179,444-70.8% | $88,179-40.5% | - |
| Participation rate | 15.2% | 59.5%-44.3pp | 69.1%-54.0pp | - |
| Annual return | 16.65% | 15.96%+0.7pp | 64.97%-48.3pp | - |
| Employer contribution / active EE | $0 | $1,879-100.0% | $2,549-100.0% | - |
| Participant deferral / active EE | $1,677 | $3,588-53.3% | $4,614-63.7% | - |
| Admin fee / account holder | $4,746 | $21,474-77.9% | $7,673-38.2% | - |