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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 | $67,118 | $54,541+23.1% | $78,778-14.8% | $70,126-4.3% |
| Participation rate | 47.4% | 60.8%-13.4pp | 69.2%-21.8pp | 69.5%-22.2pp |
| Annual return | 14.42% | 21.07%-6.7pp | 35.62%-21.2pp | 73.15%-58.7pp |
| Employer contribution / active EE | $153 | $1,089-86.0% | $1,986-92.3% | $2,343-93.5% |
| Participant deferral / active EE | $2,226 | $2,210+0.7% | $2,958-24.8% | $3,332-33.2% |
| Admin fee / account holder | $10,770 | $3,709+190.4% | $5,134+109.8% | $4,645+131.8% |