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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 | $70,868 | $60,442+17.3% | $96,754-26.8% | $87,485-19.0% |
| Participation rate | 8.6% | 58.7%-50.1pp | 70.3%-61.7pp | 68.9%-60.4pp |
| Annual return | 17.99% | 21.97%-4.0pp | 82.04%-64.1pp | 26.06%-8.1pp |
| Employer contribution / active EE | $153 | $1,691-90.9% | $2,679-94.3% | $2,596-94.1% |
| Participant deferral / active EE | $1,085 | $3,280-66.9% | $4,758-77.2% | $4,274-74.6% |
| Admin fee / account holder | $1,143 | $5,069-77.5% | $8,905-87.2% | $7,775-85.3% |