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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 | $62,420 | $108,825-42.6% | $156,181-60.0% | $82,448-24.3% |
| Participation rate | 65.5% | 72.4%-6.9pp | 78.8%-13.3pp | 68.1%-2.6pp |
| Annual return | 14.06% | 20.59%-6.5pp | 64.87%-50.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $179 | $2,870-93.8% | $4,294-95.8% | $2,551-93.0% |
| Participant deferral / active EE | $3,470 | $4,577-24.2% | $6,132-43.4% | $4,139-16.2% |
| Admin fee / account holder | $2,395 | $9,341-74.4% | $14,586-83.6% | $7,234-66.9% |