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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 | $78,789 | $85,024-7.3% | $70,544+11.7% | $139,466-43.5% |
| Participation rate | 46.2% | 73.9%-27.8pp | 68.4%-22.2pp | 80.3%-34.2pp |
| Annual return | 16.50% | 30.39%-13.9pp | 32.79%-16.3pp | 373.66%-357.2pp |
| Employer contribution / active EE | $384 | $3,912-90.2% | $2,976-87.1% | $4,754-91.9% |
| Participant deferral / active EE | $1,538 | $5,891-73.9% | $4,568-66.3% | $6,712-77.1% |
| Admin fee / account holder | $6,519 | $8,928-27.0% | $6,427+1.4% | $11,409-42.9% |