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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 | $101,475 | $124,425-18.4% | $112,040-9.4% | $137,256-26.1% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 17.07% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $686 | $3,411-79.9% | $2,954-76.8% | $4,156-83.5% |
| Participant deferral / active EE | $3,677 | $5,718-35.7% | $5,098-27.9% | $6,407-42.6% |
| Admin fee / account holder | $305 | $15,207-98.0% | $12,098-97.5% | $12,270-97.5% |