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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 | $127,439 | $135,905-6.2% | $126,068+1.1% | $198,609-35.8% |
| Participation rate | 68.4% | 85.6%-17.2pp | 84.7%-16.3pp | 82.4%-14.0pp |
| Annual return | 16.68% | 14.07%+2.6pp | 15.01%+1.7pp | 202.70%-186.0pp |
| Employer contribution / active EE | $482 | $4,245-88.6% | $3,968-87.8% | $5,055-90.5% |
| Participant deferral / active EE | $3,855 | $8,523-54.8% | $8,214-53.1% | $6,977-44.7% |
| Admin fee / account holder | $15,033 | $21,036-28.5% | $18,264-17.7% | $19,030-21.0% |