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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 | $64,636 | $64,359+0.4% | $90,161-28.3% | $70,126-7.8% |
| Participation rate | 60.0% | 70.4%-10.4pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 16.31% | 28.13%-11.8pp | 34.89%-18.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $56 | $2,046-97.3% | $3,318-98.3% | $2,343-97.6% |
| Participant deferral / active EE | $7,135 | $4,389+62.6% | $5,287+34.9% | $3,332+114.1% |
| Admin fee / account holder | $4,928 | $3,945+24.9% | $5,943-17.1% | $4,645+6.1% |