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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 | $66,376 | $58,493+13.5% | $84,021-21.0% | $72,975-9.0% |
| Participation rate | 48.6% | 61.2%-12.7pp | 69.0%-20.4pp | 69.5%-20.9pp |
| Annual return | 19.62% | 28.93%-9.3pp | 71.32%-51.7pp | 81.01%-61.4pp |
| Employer contribution / active EE | $220 | $1,163-81.1% | $1,984-88.9% | $2,440-91.0% |
| Participant deferral / active EE | $1,295 | $2,394-45.9% | $3,239-60.0% | $3,608-64.1% |
| Admin fee / account holder | $6,233 | $4,569+36.4% | $6,102+2.1% | $5,124+21.6% |