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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 | $68,845 | $73,955-6.9% | $96,520-28.7% | $75,181-8.4% |
| Participation rate | 62.7% | 66.4%-3.7pp | 74.3%-11.6pp | 67.2%-4.5pp |
| Annual return | 17.62% | 26.72%-9.1pp | 35.72%-18.1pp | 160.69%-143.1pp |
| Employer contribution / active EE | $387 | $2,930-86.8% | $3,739-89.7% | $2,671-85.5% |
| Participant deferral / active EE | $3,797 | $3,659+3.8% | $4,879-22.2% | $4,126-8.0% |
| Admin fee / account holder | $3,452 | $5,217-33.8% | $6,733-48.7% | $5,650-38.9% |