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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 | $85,944 | $78,682+9.2% | $109,188-21.3% | $85,851+0.1% |
| Participation rate | 36.2% | 68.3%-32.1pp | 75.9%-39.7pp | 69.3%-33.2pp |
| Annual return | 11.58% | 25.09%-13.5pp | 25.76%-14.2pp | 318.63%-307.1pp |
| Employer contribution / active EE | $269 | $2,734-90.2% | $3,723-92.8% | $2,565-89.5% |
| Participant deferral / active EE | $2,031 | $3,468-41.4% | $4,654-56.4% | $3,952-48.6% |
| Admin fee / account holder | $4,999 | $5,470-8.6% | $6,755-26.0% | $6,261-20.2% |