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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 | $73,173 | $126,661-42.2% | $113,397-35.5% | $138,895-47.3% |
| Participation rate | 61.1% | 79.4%-18.3pp | 76.5%-15.4pp | 79.9%-18.8pp |
| Annual return | 11.63% | 25.05%-13.4pp | 23.20%-11.6pp | 145.39%-133.8pp |
| Employer contribution / active EE | $674 | $3,456-80.5% | $2,977-77.4% | $4,194-83.9% |
| Participant deferral / active EE | $1,883 | $5,693-66.9% | $5,076-62.9% | $6,396-70.6% |
| Admin fee / account holder | $2,479 | $14,549-83.0% | $11,957-79.3% | $12,562-80.3% |