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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 | $60,598 | $76,371-20.7% | $93,621-35.3% | $72,976-17.0% |
| Participation rate | 63.9% | 71.8%-7.8pp | 75.8%-11.9pp | 69.5%-5.6pp |
| Annual return | 16.53% | 25.82%-9.3pp | 32.76%-16.2pp | 81.02%-64.5pp |
| Employer contribution / active EE | $386 | $2,276-83.0% | $2,719-85.8% | $2,440-84.2% |
| Participant deferral / active EE | $1,798 | $3,538-49.2% | $4,070-55.8% | $3,608-50.2% |
| Admin fee / account holder | $3,147 | $6,839-54.0% | $7,890-60.1% | $5,124-38.6% |