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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 | $67,050 | $73,978-9.4% | $96,515-30.5% | $75,173-10.8% |
| Participation rate | 64.3% | 66.4%-2.1pp | 74.3%-10.1pp | 67.2%-2.9pp |
| Annual return | 15.17% | 26.72%-11.6pp | 35.73%-20.6pp | 160.72%-145.6pp |
| Employer contribution / active EE | $578 | $2,931-80.3% | $3,740-84.5% | $2,671-78.3% |
| Participant deferral / active EE | $1,974 | $3,660-46.1% | $4,880-59.6% | $4,126-52.2% |
| Admin fee / account holder | $5,031 | $5,219-3.6% | $6,735-25.3% | $5,651-11.0% |