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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 | $68,301 | $67,602+1.0% | $82,312-17.0% | $70,126-2.6% |
| Participation rate | 36.4% | 72.8%-36.4pp | 76.9%-40.5pp | 69.5%-33.2pp |
| Annual return | 16.40% | 21.57%-5.2pp | 25.88%-9.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $256 | $1,755-85.4% | $2,428-89.5% | $2,343-89.1% |
| Participant deferral / active EE | $1,859 | $2,987-37.8% | $3,706-49.8% | $3,332-44.2% |
| Admin fee / account holder | $2,392 | $4,512-47.0% | $5,608-57.3% | $4,645-48.5% |