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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 | $52,605 | $61,660-14.7% | $80,022-34.3% | $64,173-18.0% |
| Participation rate | 68.0% | 71.7%-3.7pp | 75.8%-7.8pp | 69.6%-1.6pp |
| Annual return | -0.34% | -0.33%0pp | 11.22%-11.6pp | 7.63%-8.0pp |
| Employer contribution / active EE | $302 | $1,810-83.3% | $2,468-87.8% | $2,381-87.3% |
| Participant deferral / active EE | $1,878 | $2,968-36.7% | $3,686-49.1% | $3,470-45.9% |
| Admin fee / account holder | $369 | $5,417-93.2% | $6,521-94.3% | $4,887-92.4% |