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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 | $67,642 | $80,781-16.3% | $102,437-34.0% | $74,478-9.2% |
| Participation rate | 33.3% | 65.7%-32.3pp | 74.5%-41.2pp | 67.2%-33.9pp |
| Annual return | 12.41% | 27.58%-15.2pp | 24.95%-12.5pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $771 | $3,160-75.6% | $3,871-80.1% | $2,626-70.6% |
| Participant deferral / active EE | $1,671 | $3,862-56.7% | $5,060-67.0% | $4,350-61.6% |
| Admin fee / account holder | $2,382 | $2,372+0.4% | $8,388-71.6% | $1,946+22.4% |