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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 | $96,731-6.4% | $123,973-27.0% | $86,983+4.1% |
| Participation rate | 27.1% | 70.0%-42.9pp | 76.7%-49.5pp | 69.5%-42.4pp |
| Annual return | 13.30% | 17.33%-4.0pp | 388.13%-374.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $658 | $3,297-80.0% | $4,126-84.0% | $2,584-74.5% |
| Participant deferral / active EE | $2,362 | $4,152-43.1% | $5,247-55.0% | $4,194-43.7% |
| Admin fee / account holder | $512 | $8,722-94.1% | $11,799-95.7% | $7,856-93.5% |