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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 | $65,078 | $65,027+0.1% | $90,970-28.5% | $79,852-18.5% |
| Participation rate | 30.5% | 61.6%-31.1pp | 69.0%-38.5pp | 69.6%-39.1pp |
| Annual return | 18.40% | 30.45%-12.0pp | 134.58%-116.2pp | 31.72%-13.3pp |
| Employer contribution / active EE | $177 | $1,247-85.8% | $2,122-91.7% | $2,471-92.8% |
| Participant deferral / active EE | $2,210 | $2,512-12.0% | $3,373-34.5% | $3,740-40.9% |
| Admin fee / account holder | $3,571 | $4,535-21.3% | $5,960-40.1% | $5,306-32.7% |