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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 | $75,502 | $88,996-15.2% | $78,004-3.2% | $138,895-45.6% |
| Participation rate | 68.8% | 74.4%-5.6pp | 69.4%-0.7pp | 79.9%-11.2pp |
| Annual return | 18.12% | 28.03%-9.9pp | 31.07%-13.0pp | 145.39%-127.3pp |
| Employer contribution / active EE | $322 | $2,917-88.9% | $2,469-86.9% | $4,194-92.3% |
| Participant deferral / active EE | $1,546 | $4,724-67.3% | $4,092-62.2% | $6,396-75.8% |
| Admin fee / account holder | $11,984 | $8,807+36.1% | $7,578+58.1% | $12,562-4.6% |