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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 | $64,571 | $91,559-29.5% | $133,978-51.8% | $79,856-19.1% |
| Participation rate | 67.9% | 73.3%-5.5pp | 79.8%-12.0pp | 69.6%-1.8pp |
| Annual return | 15.01% | 61.85%-46.8pp | 45.10%-30.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $425 | $2,384-82.2% | $3,919-89.2% | $2,471-82.8% |
| Participant deferral / active EE | $3,582 | $3,734-4.1% | $5,047-29.0% | $3,741-4.2% |
| Admin fee / account holder | $2,964 | $6,321-53.1% | $8,930-66.8% | $5,306-44.1% |