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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 | $66,899 | $66,764+0.2% | $88,497-24.4% | $62,881+6.4% |
| Participation rate | 63.0% | 77.3%-14.3pp | 82.4%-19.4pp | 69.3%-6.3pp |
| Annual return | 7.02% | 10.37%-3.4pp | 7.63%-0.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $407 | $3,077-86.8% | $4,036-89.9% | $2,281-82.1% |
| Participant deferral / active EE | $3,157 | $3,976-20.6% | $4,899-35.6% | $3,203-1.4% |
| Admin fee / account holder | $2,359 | $4,668-49.5% | $6,220-62.1% | $4,296-45.1% |