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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 | $24,420 | $99,345-75.4% | $84,753-71.2% | $273,972-91.1% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 6.45% | 22.93%-16.5pp | 22.78%-16.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $490 | $4,214-88.4% | $3,574-86.3% | $4,869-89.9% |
| Participant deferral / active EE | $3,233 | $4,270-24.3% | $3,712-12.9% | $5,287-38.8% |
| Admin fee / account holder | $1,263 | $6,645-81.0% | $5,333-76.3% | $10,133-87.5% |