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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 | $91,332 | $136,860-33.3% | $120,344-24.1% | $154,746-41.0% |
| Participation rate | 46.7% | 79.9%-33.2pp | 76.7%-30.0pp | 80.7%-34.0pp |
| Annual return | 21.07% | 21.38%-0.3pp | 20.30%+0.8pp | 172.34%-151.3pp |
| Employer contribution / active EE | $819 | $3,533-76.8% | $3,020-72.9% | $4,379-81.3% |
| Participant deferral / active EE | $2,639 | $5,793-54.4% | $5,135-48.6% | $6,730-60.8% |
| Admin fee / account holder | $18,076 | $15,393+17.4% | $12,742+41.9% | $14,365+25.8% |