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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 | $124,213-36.4% | $118,106-33.1% | $154,746-48.9% |
| Participation rate | 25.0% | 83.6%-58.6pp | 81.9%-56.9pp | 80.7%-55.7pp |
| Annual return | 25.63% | 18.29%+7.3pp | 19.44%+6.2pp | 172.34%-146.7pp |
| Employer contribution / active EE | $969 | $4,905-80.2% | $4,698-79.4% | $4,379-77.9% |
| Participant deferral / active EE | $3,837 | $6,859-44.1% | $6,619-42.0% | $6,730-43.0% |
| Admin fee / account holder | $568 | $9,627-94.1% | $8,973-93.7% | $14,365-96.0% |