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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 | $32,077 | $81,504-60.6% | $102,437-68.7% | $80,959-60.4% |
| Participation rate | 68.0% | 66.9%+1.1pp | 74.5%-6.5pp | 67.7%+0.3pp |
| Annual return | 23.00% | 25.60%-2.6pp | 24.95%-2.0pp | 35.67%-12.7pp |
| Employer contribution / active EE | $548 | $3,104-82.3% | $3,871-85.8% | $2,757-80.1% |
| Participant deferral / active EE | $2,342 | $3,871-39.5% | $5,060-53.7% | $4,300-45.5% |
| Admin fee / account holder | $504 | $6,719-92.5% | $8,388-94.0% | $6,925-92.7% |