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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 | $66,585 | $93,598-28.9% | $135,974-51.0% | $75,173-11.4% |
| Participation rate | 62.0% | 75.2%-13.2pp | 81.9%-19.9pp | 67.2%-5.2pp |
| Annual return | 20.80% | 30.89%-10.1pp | 68.30%-47.5pp | 160.72%-139.9pp |
| Employer contribution / active EE | $614 | $3,538-82.7% | $4,859-87.4% | $2,671-77.0% |
| Participant deferral / active EE | $7,239 | $6,405+13.0% | $7,760-6.7% | $4,126+75.4% |
| Admin fee / account holder | $6,343 | $6,978-9.1% | $10,767-41.1% | $5,651+12.2% |