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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 | $84,984 | $114,712-25.9% | $173,730-51.1% | $87,485-2.9% |
| Participation rate | 63.9% | 73.0%-9.1pp | 79.6%-15.7pp | 68.9%-5.0pp |
| Annual return | 16.87% | 20.18%-3.3pp | 19.96%-3.1pp | 26.06%-9.2pp |
| Employer contribution / active EE | $600 | $2,904-79.4% | $4,577-86.9% | $2,596-76.9% |
| Participant deferral / active EE | $4,480 | $4,642-3.5% | $6,326-29.2% | $4,274+4.8% |
| Admin fee / account holder | $5,817 | $10,210-43.0% | $17,523-66.8% | $7,775-25.2% |