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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 | $70,433 | $86,949-19.0% | $102,460-31.3% | $80,959-13.0% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.7pp | 67.7%-13.8pp |
| Annual return | 12.21% | 18.89%-6.7pp | 29.47%-17.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $632 | $2,370-73.3% | $3,025-79.1% | $2,757-77.1% |
| Participant deferral / active EE | $2,138 | $4,121-48.1% | $5,056-57.7% | $4,300-50.3% |
| Admin fee / account holder | $10,106 | $8,048+25.6% | $9,460+6.8% | $6,925+45.9% |