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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 | $67,785 | $73,787-8.1% | $98,716-31.3% | $82,448-17.8% |
| Participation rate | 23.3% | 61.4%-38.1pp | 69.3%-46.0pp | 68.1%-44.7pp |
| Annual return | 17.44% | 18.57%-1.1pp | 31.81%-14.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $181 | $1,511-88.0% | $2,279-92.0% | $2,551-92.9% |
| Participant deferral / active EE | $1,815 | $3,081-41.1% | $4,048-55.2% | $4,139-56.2% |
| Admin fee / account holder | $2,870 | $6,500-55.9% | $8,703-67.0% | $7,234-60.3% |