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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 | $141,551 | $332,085-57.4% | $149,717-5.5% | - |
| Participation rate | 62.6% | 60.9%+1.7pp | 78.8%-16.1pp | - |
| Annual return | 33.08% | 51.04%-18.0pp | 134.41%-101.3pp | - |
| Employer contribution / active EE | $2,205 | $2,795-21.1% | $4,820-54.2% | - |
| Participant deferral / active EE | $4,426 | $2,947+50.2% | $5,682-22.1% | - |
| Admin fee / account holder | $2,899 | $47,995-94.0% | $13,213-78.1% | - |