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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 | $81,855 | $91,167-10.2% | $178,498-54.1% | $79,858+2.5% |
| Participation rate | 60.7% | 69.2%-8.5pp | 81.9%-21.2pp | 69.6%-8.9pp |
| Annual return | 12.04% | 24.19%-12.2pp | 151.09%-139.1pp | 31.72%-19.7pp |
| Employer contribution / active EE | $193 | $3,255-94.1% | $5,011-96.2% | $2,471-92.2% |
| Participant deferral / active EE | $998 | $3,236-69.2% | $5,202-80.8% | $3,740-73.3% |
| Admin fee / account holder | $7,196 | $6,747+6.6% | $13,985-48.5% | $5,306+35.6% |