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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 | $34,733 | $73,978-53.1% | $96,515-64.0% | $75,173-53.8% |
| Participation rate | 65.3% | 66.4%-1.1pp | 74.3%-9.0pp | 67.2%-1.9pp |
| Annual return | 15.91% | 26.72%-10.8pp | 35.73%-19.8pp | 160.72%-144.8pp |
| Employer contribution / active EE | $613 | $2,931-79.1% | $3,740-83.6% | $2,671-77.0% |
| Participant deferral / active EE | $2,012 | $3,660-45.0% | $4,880-58.8% | $4,126-51.2% |
| Admin fee / account holder | $1,603 | $5,219-69.3% | $6,735-76.2% | $5,651-71.6% |