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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 | $80,694 | $106,588-24.3% | $94,215-14.4% | $155,188-48.0% |
| Participation rate | 56.3% | 74.3%-18.0pp | 70.0%-13.7pp | 80.8%-24.6pp |
| Annual return | 10.46% | 29.39%-18.9pp | 28.22%-17.8pp | 148.84%-138.4pp |
| Employer contribution / active EE | $243 | $3,080-92.1% | $2,675-90.9% | $4,248-94.3% |
| Participant deferral / active EE | $2,381 | $4,802-50.4% | $4,276-44.3% | $6,531-63.5% |
| Admin fee / account holder | $6,534 | $12,281-46.8% | $10,216-36.0% | $14,480-54.9% |