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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 | $80,552 | $86,938-7.3% | $102,423-21.4% | $80,925-0.5% |
| Participation rate | 59.5% | 72.4%-12.9pp | 76.5%-17.0pp | 67.7%-8.1pp |
| Annual return | 18.69% | 18.89%-0.2pp | 29.42%-10.7pp | 35.65%-17.0pp |
| Employer contribution / active EE | $374 | $2,369-84.2% | $3,023-87.6% | $2,756-86.4% |
| Participant deferral / active EE | $2,637 | $4,120-36.0% | $5,054-47.8% | $4,299-38.6% |
| Admin fee / account holder | $1,732 | $8,053-78.5% | $9,455-81.7% | $6,940-75.0% |