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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 | $81,642 | $108,825-25.0% | $156,181-47.7% | $82,448-1.0% |
| Participation rate | 65.3% | 72.4%-7.1pp | 78.8%-13.5pp | 68.1%-2.8pp |
| Annual return | 15.01% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $518 | $2,870-82.0% | $4,294-87.9% | $2,551-79.7% |
| Participant deferral / active EE | $4,049 | $4,577-11.5% | $6,132-34.0% | $4,139-2.2% |
| Admin fee / account holder | $3,361 | $9,341-64.0% | $14,586-77.0% | $7,234-53.5% |