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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 | $66,578 | $73,787-9.8% | $98,716-32.6% | $82,448-19.2% |
| Participation rate | 60.0% | 61.4%-1.4pp | 69.3%-9.3pp | 68.1%-8.1pp |
| Annual return | 15.42% | 18.57%-3.1pp | 31.81%-16.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,824 | $3,081+56.5% | $4,048+19.2% | $4,139+16.5% |
| Admin fee / account holder | $1,547 | $6,500-76.2% | $8,703-82.2% | $7,234-78.6% |