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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 | $86,521 | $86,938-0.5% | $102,423-15.5% | $80,925+6.9% |
| Participation rate | 60.7% | 72.4%-11.7pp | 76.5%-15.8pp | 67.7%-6.9pp |
| Annual return | 18.13% | 18.89%-0.8pp | 29.42%-11.3pp | 35.65%-17.5pp |
| Employer contribution / active EE | $658 | $2,369-72.2% | $3,023-78.2% | $2,756-76.1% |
| Participant deferral / active EE | $2,285 | $4,120-44.6% | $5,054-54.8% | $4,299-46.9% |
| Admin fee / account holder | $4,489 | $8,053-44.2% | $9,455-52.5% | $6,940-35.3% |