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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 | $88,599 | $181,896-51.3% | $156,551-43.4% | $273,972-67.7% |
| Participation rate | 68.8% | 88.4%-19.6pp | 84.0%-15.3pp | 83.0%-14.3pp |
| Annual return | 10.10% | 30.74%-20.6pp | 32.23%-22.1pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,092 | $6,248-82.5% | $5,501-80.2% | $4,869-77.6% |
| Participant deferral / active EE | $2,721 | $5,550-51.0% | $4,871-44.2% | $5,287-48.5% |
| Admin fee / account holder | $3,921 | $15,560-74.8% | $13,028-69.9% | $10,133-61.3% |