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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 | $65,880 | $106,749-38.3% | $145,433-54.7% | $82,448-20.1% |
| Participation rate | 67.4% | 75.6%-8.2pp | 82.1%-14.7pp | 68.1%-0.6pp |
| Annual return | 17.84% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $434 | $3,444-87.4% | $4,554-90.5% | $2,551-83.0% |
| Participant deferral / active EE | $9,493 | $6,519+45.6% | $7,897+20.2% | $4,139+129.3% |
| Admin fee / account holder | $2,371 | $8,390-71.7% | $13,129-81.9% | $7,234-67.2% |