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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 | $46,371 | $52,911-12.4% | $73,309-36.7% | $59,633-22.2% |
| Participation rate | 62.9% | 68.2%-5.4pp | 74.9%-12.1pp | 68.7%-5.8pp |
| Annual return | 7.88% | 12.20%-4.3pp | 5.67%+2.2pp | 2041.45%-2033.6pp |
| Employer contribution / active EE | $155 | $1,909-91.9% | $3,237-95.2% | $2,203-92.9% |
| Participant deferral / active EE | $3,108 | $4,069-23.6% | $4,991-37.7% | $3,192-2.6% |
| Admin fee / account holder | $1,069 | $3,835-72.1% | $5,635-81.0% | $4,297-75.1% |