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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 | $64,015 | $56,054+14.2% | $171,082-62.6% | $62,881+1.8% |
| Participation rate | 25.6% | 62.9%-37.3pp | 76.7%-51.1pp | 69.3%-43.7pp |
| Annual return | 11.01% | 22.52%-11.5pp | 32.56%-21.5pp | 20.14%-9.1pp |
| Employer contribution / active EE | $215 | $1,731-87.6% | $4,002-94.6% | $2,281-90.6% |
| Participant deferral / active EE | $2,239 | $3,158-29.1% | $4,797-53.3% | $3,203-30.1% |
| Admin fee / account holder | $640 | $3,647-82.4% | $8,520-92.5% | $4,296-85.1% |