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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 | $101,055 | $124,425-18.8% | $112,040-9.8% | $137,256-26.4% |
| Participation rate | 69.6% | 79.3%-9.7pp | 76.5%-6.9pp | 80.0%-10.4pp |
| Annual return | 27.14% | 24.72%+2.4pp | 24.52%+2.6pp | 220.34%-193.2pp |
| Employer contribution / active EE | $368 | $3,411-89.2% | $2,954-87.5% | $4,156-91.1% |
| Participant deferral / active EE | $2,475 | $5,718-56.7% | $5,098-51.4% | $6,407-61.4% |
| Admin fee / account holder | $7,843 | $15,207-48.4% | $12,098-35.2% | $12,270-36.1% |