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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 | $61,314 | $123,478-50.3% | $216,567-71.7% | $94,015-34.8% |
| Participation rate | 69.0% | 75.1%-6.1pp | 81.6%-12.6pp | 70.8%-1.8pp |
| Annual return | 11.81% | 23.61%-11.8pp | 12.94%-1.1pp | 17.84%-6.0pp |
| Employer contribution / active EE | $402 | $3,136-87.2% | $5,216-92.3% | $2,790-85.6% |
| Participant deferral / active EE | $3,598 | $4,556-21.0% | $6,191-41.9% | $4,249-15.3% |
| Admin fee / account holder | $5,189 | $12,753-59.3% | $21,981-76.4% | $8,951-42.0% |