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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 | $80,445 | $51,708+55.6% | $106,619-24.5% | $62,881+27.9% |
| Participation rate | 67.6% | 66.9%+0.8pp | 78.0%-10.3pp | 69.3%-1.7pp |
| Annual return | 11.33% | 4.69%+6.6pp | 9.42%+1.9pp | 20.14%-8.8pp |
| Employer contribution / active EE | $358 | $1,764-79.7% | $3,947-90.9% | $2,281-84.3% |
| Participant deferral / active EE | $1,621 | $2,315-30.0% | $3,930-58.8% | $3,203-49.4% |
| Admin fee / account holder | $3,072 | $3,349-8.3% | $6,418-52.1% | $4,296-28.5% |