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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 | $81,850 | $146,267-44.0% | $197,124-58.5% | $82,448-0.7% |
| Participation rate | 67.6% | 84.0%-16.4pp | 86.7%-19.1pp | 68.1%-0.5pp |
| Annual return | 16.67% | 29.61%-12.9pp | 44.34%-27.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $491 | $4,723-89.6% | $6,227-92.1% | $2,551-80.8% |
| Participant deferral / active EE | $3,300 | $7,035-53.1% | $9,135-63.9% | $4,139-20.3% |
| Admin fee / account holder | $2,469 | $14,422-82.9% | $16,298-84.9% | $7,234-65.9% |