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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 | $75,206 | $101,798-26.1% | $165,071-54.4% | $80,935-7.1% |
| Participation rate | 64.3% | 71.8%-7.5pp | 78.6%-14.3pp | 67.7%-3.4pp |
| Annual return | 10.95% | 16.73%-5.8pp | 70.17%-59.2pp | 35.66%-24.7pp |
| Employer contribution / active EE | $557 | $2,954-81.1% | $4,347-87.2% | $2,757-79.8% |
| Participant deferral / active EE | $2,922 | $4,476-34.7% | $6,035-51.6% | $4,299-32.0% |
| Admin fee / account holder | $2,535 | $8,221-69.2% | $12,695-80.0% | $6,924-63.4% |