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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 | $82,540 | $115,814-28.7% | $105,223-21.6% | - |
| Participation rate | 31.3% | 57.0%-25.7pp | 75.0%-43.7pp | - |
| Annual return | 12.66% | 16.00%-3.3pp | 180.65%-168.0pp | - |
| Employer contribution / active EE | $935 | $2,099-55.5% | $3,689-74.7% | - |
| Participant deferral / active EE | $2,205 | $3,710-40.6% | $5,072-56.5% | - |
| Admin fee / account holder | $7,834 | $7,174+9.2% | $8,859-11.6% | - |