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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 | $80,777 | $88,672-8.9% | $105,223-23.2% | $82,448-2.0% |
| Participation rate | 63.3% | 67.9%-4.7pp | 75.0%-11.8pp | 68.1%-4.8pp |
| Annual return | 17.51% | 30.86%-13.3pp | 180.65%-163.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $382 | $3,048-87.5% | $3,689-89.6% | $2,551-85.0% |
| Participant deferral / active EE | $2,996 | $4,036-25.8% | $5,072-40.9% | $4,139-27.6% |
| Admin fee / account holder | $3,391 | $7,146-52.5% | $8,859-61.7% | $7,234-53.1% |