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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 | $82,273 | $72,486+13.5% | $87,103-5.5% | $72,976+12.7% |
| Participation rate | 63.2% | 72.8%-9.7pp | 76.9%-13.7pp | 69.5%-6.3pp |
| Annual return | 19.16% | 24.46%-5.3pp | 28.19%-9.0pp | 81.02%-61.9pp |
| Employer contribution / active EE | $245 | $1,894-87.1% | $2,521-90.3% | $2,440-90.0% |
| Participant deferral / active EE | $2,447 | $3,270-25.2% | $4,049-39.6% | $3,608-32.2% |
| Admin fee / account holder | $457 | $5,055-91.0% | $7,491-93.9% | $5,124-91.1% |