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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 | $118,609 | $138,312-14.2% | $122,979-3.6% | $155,188-23.6% |
| Participation rate | 63.6% | 80.2%-16.6pp | 77.2%-13.6pp | 80.8%-17.2pp |
| Annual return | 9.90% | 22.06%-12.2pp | 20.12%-10.2pp | 148.84%-138.9pp |
| Employer contribution / active EE | $376 | $3,530-89.4% | $3,062-87.7% | $4,248-91.2% |
| Participant deferral / active EE | $4,068 | $5,592-27.3% | $5,003-18.7% | $6,531-37.7% |
| Admin fee / account holder | $11,438 | $15,089-24.2% | $12,864-11.1% | $14,480-21.0% |