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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 | $67,435 | $73,988-8.9% | $96,538-30.1% | $75,177-10.3% |
| Participation rate | 60.5% | 66.4%-5.9pp | 74.3%-13.8pp | 67.2%-6.7pp |
| Annual return | 13.27% | 26.73%-13.5pp | 35.74%-22.5pp | 160.75%-147.5pp |
| Employer contribution / active EE | $573 | $2,930-80.5% | $3,740-84.7% | $2,671-78.6% |
| Participant deferral / active EE | $3,018 | $3,660-17.5% | $4,880-38.2% | $4,126-26.9% |
| Admin fee / account holder | $3,413 | $5,220-34.6% | $6,737-49.3% | $5,651-39.6% |