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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 | $72,916 | $86,949-16.1% | $102,460-28.8% | $80,959-9.9% |
| Participation rate | 63.1% | 72.4%-9.3pp | 76.5%-13.4pp | 67.7%-4.6pp |
| Annual return | 16.35% | 18.89%-2.5pp | 29.47%-13.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $403 | $2,370-83.0% | $3,025-86.7% | $2,757-85.4% |
| Participant deferral / active EE | $2,917 | $4,121-29.2% | $5,056-42.3% | $4,300-32.2% |
| Admin fee / account holder | $6,410 | $8,048-20.3% | $9,460-32.2% | $6,925-7.4% |