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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 | $71,505 | $67,606+5.8% | $82,313-13.1% | $70,124+2.0% |
| Participation rate | 32.4% | 72.8%-40.4pp | 76.9%-44.5pp | 69.5%-37.2pp |
| Annual return | 24.89% | 21.57%+3.3pp | 25.88%-1.0pp | 73.14%-48.3pp |
| Employer contribution / active EE | $294 | $1,755-83.2% | $2,428-87.9% | $2,342-87.4% |
| Participant deferral / active EE | $1,796 | $2,987-39.9% | $3,706-51.5% | $3,332-46.1% |
| Admin fee / account holder | $10,914 | $4,512+141.9% | $5,608+94.6% | $4,645+134.9% |