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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 | $64,968 | $138,393-53.1% | $184,256-64.7% | $80,959-19.8% |
| Participation rate | 55.2% | 83.9%-28.7pp | 86.8%-31.7pp | 67.7%-12.5pp |
| Annual return | 14.64% | 20.01%-5.4pp | 28.85%-14.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $858 | $4,847-82.3% | $6,427-86.6% | $2,757-68.9% |
| Participant deferral / active EE | $6,723 | $7,076-5.0% | $9,133-26.4% | $4,300+56.3% |
| Admin fee / account holder | $1,622 | $10,489-84.5% | $13,899-88.3% | $6,925-76.6% |