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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 | $89,925 | $95,404-5.7% | $113,397-20.7% | $82,637+8.8% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 17.99% | 19.08%-1.1pp | 23.20%-5.2pp | 53.51%-35.5pp |
| Employer contribution / active EE | $490 | $2,307-78.7% | $2,977-83.5% | $2,552-80.8% |
| Participant deferral / active EE | $1,961 | $4,220-53.5% | $5,076-61.4% | $4,126-52.5% |
| Admin fee / account holder | $1,178 | $9,168-87.1% | $11,957-90.1% | $7,339-83.9% |