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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 | $64,635 | $57,575+12.3% | $124,067-47.9% | $86,983-25.7% |
| Participation rate | 51.3% | 62.3%-10.9pp | 66.9%-15.6pp | 69.5%-18.2pp |
| Annual return | 19.03% | 19.65%-0.6pp | 31.06%-12.0pp | 25.83%-6.8pp |
| Employer contribution / active EE | $313 | $1,615-80.6% | $2,166-85.5% | $2,584-87.9% |
| Participant deferral / active EE | $1,993 | $2,623-24.0% | $3,463-42.5% | $4,194-52.5% |
| Admin fee / account holder | $4,072 | $8,506-52.1% | $7,351-44.6% | $7,856-48.2% |