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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 | $65,160 | $65,367-0.3% | $92,915-29.9% | $72,976-10.7% |
| Participation rate | 46.0% | 68.3%-22.3pp | 76.0%-30.0pp | 69.5%-23.5pp |
| Annual return | 18.76% | 42.11%-23.3pp | 109.45%-90.7pp | 81.02%-62.3pp |
| Employer contribution / active EE | $337 | $2,594-87.0% | $3,653-90.8% | $2,440-86.2% |
| Participant deferral / active EE | $1,969 | $3,128-37.0% | $4,238-53.5% | $3,608-45.4% |
| Admin fee / account holder | $614 | $4,251-85.6% | $5,796-89.4% | $5,124-88.0% |