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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 | $79,007 | $92,798-14.9% | $96,707-18.3% | $137,256-42.4% |
| Participation rate | 25.0% | 81.6%-56.6pp | 80.4%-55.4pp | 80.0%-55.0pp |
| Annual return | 25.63% | 31.24%-5.6pp | 34.78%-9.2pp | 220.34%-194.7pp |
| Employer contribution / active EE | $969 | $4,147-76.6% | $4,191-76.9% | $4,156-76.7% |
| Participant deferral / active EE | $3,837 | $5,877-34.7% | $5,997-36.0% | $6,407-40.1% |
| Admin fee / account holder | $568 | $7,946-92.9% | $7,503-92.4% | $12,270-95.4% |