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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 | $34,018 | $76,383-55.5% | $121,663-72.0% | $64,340-47.1% |
| Participation rate | 67.0% | 60.4%+6.6pp | 74.5%-7.5pp | 55.2%+11.7pp |
| Annual return | 17.19% | 16.98%+0.2pp | 147.54%-130.4pp | 24.14%-7.0pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,547 | $3,149-19.1% | $4,887-47.9% | $2,980-14.5% |
| Admin fee / account holder | $357 | $4,142-91.4% | $14,289-97.5% | $3,703-90.3% |