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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 | $71,311 | $124,425-42.7% | $112,040-36.4% | $137,256-48.0% |
| Participation rate | 58.3% | 79.3%-21.0pp | 76.5%-18.2pp | 80.0%-21.6pp |
| Annual return | 16.28% | 24.72%-8.4pp | 24.52%-8.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $616 | $3,411-82.0% | $2,954-79.2% | $4,156-85.2% |
| Participant deferral / active EE | $3,363 | $5,718-41.2% | $5,098-34.0% | $6,407-47.5% |
| Admin fee / account holder | $903 | $15,207-94.1% | $12,098-92.5% | $12,270-92.6% |