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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 | $78,056 | $101,798-23.3% | $165,071-52.7% | $80,935-3.6% |
| Participation rate | 61.9% | 71.8%-9.9pp | 78.6%-16.7pp | 67.7%-5.8pp |
| Annual return | 15.42% | 16.73%-1.3pp | 70.17%-54.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $599 | $2,954-79.7% | $4,347-86.2% | $2,757-78.3% |
| Participant deferral / active EE | $3,761 | $4,476-16.0% | $6,035-37.7% | $4,299-12.5% |
| Admin fee / account holder | $3,317 | $8,221-59.7% | $12,695-73.9% | $6,924-52.1% |