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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 | $70,544 | $95,453-26.1% | $112,040-37.0% | $82,448-14.4% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 17.24% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $485 | $2,318-79.1% | $2,954-83.6% | $2,551-81.0% |
| Participant deferral / active EE | $3,074 | $4,224-27.2% | $5,098-39.7% | $4,139-25.7% |
| Admin fee / account holder | $1,514 | $9,013-83.2% | $12,098-87.5% | $7,234-79.1% |