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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 | $88,996-9.3% | $78,004+3.4% | $138,895-41.9% |
| Participation rate | 56.3% | 74.4%-18.1pp | 69.4%-13.2pp | 79.9%-23.7pp |
| Annual return | 10.46% | 28.03%-17.6pp | 31.07%-20.6pp | 145.39%-134.9pp |
| Employer contribution / active EE | $243 | $2,917-91.7% | $2,469-90.1% | $4,194-94.2% |
| Participant deferral / active EE | $2,381 | $4,724-49.6% | $4,092-41.8% | $6,396-62.8% |
| Admin fee / account holder | $6,534 | $8,807-25.8% | $7,578-13.8% | $12,562-48.0% |