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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 | $62,201 | $65,364-4.8% | $92,909-33.1% | $72,975-14.8% |
| Participation rate | 51.5% | 68.3%-16.8pp | 76.0%-24.5pp | 69.5%-18.0pp |
| Annual return | 19.68% | 42.11%-22.4pp | 109.44%-89.8pp | 81.01%-61.3pp |
| Employer contribution / active EE | $279 | $2,594-89.2% | $3,653-92.4% | $2,440-88.6% |
| Participant deferral / active EE | $1,757 | $3,128-43.8% | $4,238-58.5% | $3,608-51.3% |
| Admin fee / account holder | $5,962 | $4,251+40.3% | $5,795+2.9% | $5,124+16.4% |