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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 | $75,926 | $83,485-9.1% | $125,195-39.4% | $72,976+4.0% |
| Participation rate | 69.7% | 73.3%-3.6pp | 79.8%-10.1pp | 69.5%+0.2pp |
| Annual return | 20.29% | 25.77%-5.5pp | 43.79%-23.5pp | 81.02%-60.7pp |
| Employer contribution / active EE | $238 | $2,346-89.9% | $3,866-93.9% | $2,440-90.3% |
| Participant deferral / active EE | $6,240 | $3,586+74.0% | $4,937+26.4% | $3,608+73.0% |
| Admin fee / account holder | $10,729 | $5,518+94.4% | $9,704+10.6% | $5,124+109.4% |