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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 | $29,449 | $67,411-56.3% | $91,004-67.6% | $70,126-58.0% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 16.05% | -40.16%+56.2pp | 4.60%+11.5pp | 73.15%-57.1pp |
| Employer contribution / active EE | $309 | $1,786-82.7% | $2,456-87.4% | $2,343-86.8% |
| Participant deferral / active EE | $2,757 | $2,823-2.3% | $3,548-22.3% | $3,332-17.3% |
| Admin fee / account holder | $820 | $4,236-80.7% | $5,417-84.9% | $4,645-82.4% |