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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 | $105,439 | $136,307-22.6% | $106,619-1.1% | $273,972-61.5% |
| Participation rate | 65.0% | 84.8%-19.8pp | 78.0%-13.0pp | 83.0%-18.0pp |
| Annual return | 9.06% | 11.05%-2.0pp | 9.42%-0.4pp | 41.46%-32.4pp |
| Employer contribution / active EE | $782 | $5,190-84.9% | $3,947-80.2% | $4,869-83.9% |
| Participant deferral / active EE | $2,935 | $4,969-40.9% | $3,930-25.3% | $5,287-44.5% |
| Admin fee / account holder | $3,936 | $8,625-54.4% | $6,418-38.7% | $10,133-61.2% |