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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 | $68,039 | $181,896-62.6% | $156,551-56.5% | $273,972-75.2% |
| Participation rate | 64.3% | 88.4%-24.1pp | 84.0%-19.7pp | 83.0%-18.7pp |
| Annual return | 19.35% | 30.74%-11.4pp | 32.23%-12.9pp | 41.46%-22.1pp |
| Employer contribution / active EE | $885 | $6,248-85.8% | $5,501-83.9% | $4,869-81.8% |
| Participant deferral / active EE | $2,859 | $5,550-48.5% | $4,871-41.3% | $5,287-45.9% |
| Admin fee / account holder | $590 | $15,560-96.2% | $13,028-95.5% | $10,133-94.2% |