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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 | $90,506 | $88,672+2.1% | $105,223-14.0% | $82,448+9.8% |
| Participation rate | 27.1% | 67.9%-40.8pp | 75.0%-47.9pp | 68.1%-40.9pp |
| Annual return | 13.30% | 30.86%-17.6pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $658 | $3,048-78.4% | $3,689-82.2% | $2,551-74.2% |
| Participant deferral / active EE | $2,362 | $4,036-41.5% | $5,072-53.4% | $4,139-42.9% |
| Admin fee / account holder | $512 | $7,146-92.8% | $8,859-94.2% | $7,234-92.9% |