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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 | $60,629 | $69,444-12.7% | $92,985-34.8% | $87,485-30.7% |
| Participation rate | 58.1% | 63.3%-5.2pp | 69.5%-11.4pp | 68.9%-10.9pp |
| Annual return | 14.99% | 23.85%-8.9pp | 27.99%-13.0pp | 26.06%-11.1pp |
| Employer contribution / active EE | $380 | $1,917-80.2% | $2,662-85.7% | $2,596-85.4% |
| Participant deferral / active EE | $2,119 | $3,364-37.0% | $4,377-51.6% | $4,274-50.4% |
| Admin fee / account holder | $1,994 | $6,137-67.5% | $9,463-78.9% | $7,775-74.4% |