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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 | $54,685 | $86,949-37.1% | $102,460-46.6% | $80,959-32.5% |
| Participation rate | 65.6% | 72.4%-6.8pp | 76.5%-10.9pp | 67.7%-2.0pp |
| Annual return | 10.59% | 18.89%-8.3pp | 29.47%-18.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $559 | $2,370-76.4% | $3,025-81.5% | $2,757-79.7% |
| Participant deferral / active EE | $2,429 | $4,121-41.1% | $5,056-52.0% | $4,300-43.5% |
| Admin fee / account holder | $1,423 | $8,048-82.3% | $9,460-85.0% | $6,925-79.4% |