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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 | $73,691 | $86,949-15.2% | $102,460-28.1% | $80,959-9.0% |
| Participation rate | 61.5% | 72.4%-10.8pp | 76.5%-15.0pp | 67.7%-6.1pp |
| Annual return | 15.66% | 18.89%-3.2pp | 29.47%-13.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $167 | $2,370-92.9% | $3,025-94.5% | $2,757-93.9% |
| Participant deferral / active EE | $3,168 | $4,121-23.1% | $5,056-37.3% | $4,300-26.3% |
| Admin fee / account holder | $541 | $8,048-93.3% | $9,460-94.3% | $6,925-92.2% |