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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 | $72,135 | $81,476-11.5% | $102,383-29.5% | $80,925-10.9% |
| Participation rate | 57.7% | 66.8%-9.2pp | 74.5%-16.8pp | 67.7%-10.0pp |
| Annual return | 14.44% | 25.59%-11.2pp | 24.94%-10.5pp | 35.65%-21.2pp |
| Employer contribution / active EE | $263 | $3,105-91.5% | $3,870-93.2% | $2,756-90.5% |
| Participant deferral / active EE | $2,918 | $3,871-24.6% | $5,060-42.3% | $4,299-32.1% |
| Admin fee / account holder | $2,835 | $6,717-57.8% | $8,391-66.2% | $6,940-59.2% |