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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 | $79,682 | $81,504-2.2% | $102,437-22.2% | $80,959-1.6% |
| Participation rate | 66.1% | 66.9%-0.7pp | 74.5%-8.4pp | 67.7%-1.5pp |
| Annual return | 16.62% | 25.60%-9.0pp | 24.95%-8.3pp | 35.67%-19.0pp |
| Employer contribution / active EE | $580 | $3,104-81.3% | $3,871-85.0% | $2,757-78.9% |
| Participant deferral / active EE | $3,495 | $3,871-9.7% | $5,060-30.9% | $4,300-18.7% |
| Admin fee / account holder | $7,137 | $6,719+6.2% | $8,388-14.9% | $6,925+3.1% |