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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 | $74,480 | $95,404-21.9% | $113,397-34.3% | $82,637-9.9% |
| Participation rate | 65.8% | 72.8%-7.0pp | 76.5%-10.7pp | 68.1%-2.2pp |
| Annual return | 15.05% | 19.08%-4.0pp | 23.20%-8.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $666 | $2,307-71.1% | $2,977-77.6% | $2,552-73.9% |
| Participant deferral / active EE | $3,154 | $4,220-25.3% | $5,076-37.9% | $4,126-23.6% |
| Admin fee / account holder | $1,090 | $9,168-88.1% | $11,957-90.9% | $7,339-85.1% |