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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 | $59,385 | $66,402-10.6% | $109,895-46.0% | $85,856-30.8% |
| Participation rate | 64.9% | 63.9%+1.0pp | 74.2%-9.3pp | 69.3%-4.4pp |
| Annual return | 30.70% | 19.59%+11.1pp | 29.46%+1.2pp | 318.58%-287.9pp |
| Employer contribution / active EE | $277 | $1,687-83.6% | $2,843-90.2% | $2,565-89.2% |
| Participant deferral / active EE | $3,468 | $2,842+22.0% | $4,049-14.3% | $3,952-12.2% |
| Admin fee / account holder | $3,141 | $4,557-31.1% | $6,067-48.2% | $6,261-49.8% |