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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 | $87,049 | $86,949+0.1% | $102,460-15.0% | $80,959+7.5% |
| Participation rate | 66.2% | 72.4%-6.2pp | 76.5%-10.3pp | 67.7%-1.5pp |
| Annual return | 11.66% | 18.89%-7.2pp | 29.47%-17.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $603 | $2,370-74.5% | $3,025-80.1% | $2,757-78.1% |
| Participant deferral / active EE | $2,930 | $4,121-28.9% | $5,056-42.1% | $4,300-31.9% |
| Admin fee / account holder | $3,758 | $8,048-53.3% | $9,460-60.3% | $6,925-45.7% |