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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 | $84,712 | $96,965-12.6% | $97,995-13.6% | $147,586-42.6% |
| Participation rate | 69.6% | 83.6%-14.1pp | 82.4%-12.8pp | 82.8%-13.3pp |
| Annual return | 18.59% | 24.11%-5.5pp | 23.94%-5.3pp | 578.59%-560.0pp |
| Employer contribution / active EE | $599 | $4,536-86.8% | $4,158-85.6% | $4,876-87.7% |
| Participant deferral / active EE | $3,515 | $5,081-30.8% | $5,097-31.0% | $5,439-35.4% |
| Admin fee / account holder | $8,893 | $8,120+9.5% | $5,943+49.6% | $10,886-18.3% |