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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 | $97,219 | $95,404+1.9% | $113,397-14.3% | $82,637+17.6% |
| Participation rate | 59.1% | 72.8%-13.7pp | 76.5%-17.4pp | 68.1%-9.0pp |
| Annual return | 12.94% | 19.08%-6.1pp | 23.20%-10.3pp | 53.51%-40.6pp |
| Employer contribution / active EE | $207 | $2,307-91.0% | $2,977-93.0% | $2,552-91.9% |
| Participant deferral / active EE | $2,983 | $4,220-29.3% | $5,076-41.2% | $4,126-27.7% |
| Admin fee / account holder | $2,141 | $9,168-76.7% | $11,957-82.1% | $7,339-70.8% |