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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 | $69,343 | $78,707-11.9% | $117,861-41.2% | $70,126-1.1% |
| Participation rate | 62.1% | 73.2%-11.1pp | 79.7%-17.6pp | 69.5%-7.5pp |
| Annual return | 18.88% | 23.30%-4.4pp | 335.11%-316.2pp | 73.15%-54.3pp |
| Employer contribution / active EE | $248 | $2,223-88.8% | $3,786-93.4% | $2,343-89.4% |
| Participant deferral / active EE | $2,863 | $3,297-13.2% | $4,482-36.1% | $3,332-14.1% |
| Admin fee / account holder | $5,046 | $5,066-0.4% | $8,021-37.1% | $4,645+8.6% |