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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 | $65,339 | $105,284-37.9% | $150,734-56.7% | $94,015-30.5% |
| Participation rate | 66.0% | 71.7%-5.7pp | 78.4%-12.4pp | 70.8%-4.8pp |
| Annual return | 15.81% | 15.67%+0.1pp | 600.81%-585.0pp | 17.84%-2.0pp |
| Employer contribution / active EE | $439 | $3,599-87.8% | $4,918-91.1% | $2,790-84.3% |
| Participant deferral / active EE | $1,997 | $4,274-53.3% | $5,610-64.4% | $4,249-53.0% |
| Admin fee / account holder | $1,368 | $9,839-86.1% | $14,905-90.8% | $8,951-84.7% |