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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 | $84,696 | $126,661-33.1% | $113,397-25.3% | $138,895-39.0% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 25.84% | 25.05%+0.8pp | 23.20%+2.6pp | 145.39%-119.6pp |
| Employer contribution / active EE | $479 | $3,456-86.2% | $2,977-83.9% | $4,194-88.6% |
| Participant deferral / active EE | $2,729 | $5,693-52.1% | $5,076-46.2% | $6,396-57.3% |
| Admin fee / account holder | $8,372 | $14,549-42.5% | $11,957-30.0% | $12,562-33.4% |