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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 | $51,700 | $73,955-30.1% | $96,520-46.4% | $75,181-31.2% |
| Participation rate | 65.9% | 66.4%-0.5pp | 74.3%-8.4pp | 67.2%-1.3pp |
| Annual return | 20.09% | 26.72%-6.6pp | 35.72%-15.6pp | 160.69%-140.6pp |
| Employer contribution / active EE | $439 | $2,930-85.0% | $3,739-88.3% | $2,671-83.6% |
| Participant deferral / active EE | $3,173 | $3,659-13.3% | $4,879-35.0% | $4,126-23.1% |
| Admin fee / account holder | $6,795 | $5,217+30.2% | $6,733+0.9% | $5,650+20.3% |