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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 | $115,222 | $177,156-35.0% | $147,027-21.6% | $154,746-25.5% |
| Participation rate | 68.2% | 79.4%-11.2pp | 73.7%-5.6pp | 80.7%-12.5pp |
| Annual return | 11.92% | 21.94%-10.0pp | 20.23%-8.3pp | 172.34%-160.4pp |
| Employer contribution / active EE | $753 | $4,336-82.6% | $3,626-79.2% | $4,379-82.8% |
| Participant deferral / active EE | $3,181 | $5,797-45.1% | $4,933-35.5% | $6,730-52.7% |
| Admin fee / account holder | $5,370 | $14,904-64.0% | $12,223-56.1% | $14,365-62.6% |