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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 | $75,771 | $64,348+17.8% | $90,162-16.0% | $70,131+8.0% |
| Participation rate | 58.5% | 70.4%-12.0pp | 76.9%-18.4pp | 69.5%-11.1pp |
| Annual return | 17.94% | 28.13%-10.2pp | 34.88%-16.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $223 | $2,046-89.1% | $3,318-93.3% | $2,342-90.5% |
| Participant deferral / active EE | $3,250 | $4,389-26.0% | $5,287-38.5% | $3,332-2.5% |
| Admin fee / account holder | $2,302 | $3,944-41.6% | $5,943-61.3% | $4,645-50.4% |