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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 | $81,857 | $97,550-16.1% | $120,344-32.0% | $87,485-6.4% |
| Participation rate | 37.3% | 72.8%-35.5pp | 76.7%-39.4pp | 68.9%-31.6pp |
| Annual return | 15.85% | 18.41%-2.6pp | 20.30%-4.5pp | 26.06%-10.2pp |
| Employer contribution / active EE | $502 | $2,291-78.1% | $3,020-83.4% | $2,596-80.7% |
| Participant deferral / active EE | $3,733 | $4,230-11.7% | $5,135-27.3% | $4,274-12.6% |
| Admin fee / account holder | $5,816 | $9,543-39.1% | $12,742-54.4% | $7,775-25.2% |