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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 | $58,534 | $88,672-34.0% | $105,223-44.4% | $82,448-29.0% |
| Participation rate | 62.9% | 67.9%-5.1pp | 75.0%-12.2pp | 68.1%-5.2pp |
| Annual return | 19.23% | 30.86%-11.6pp | 180.65%-161.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $640 | $3,048-79.0% | $3,689-82.7% | $2,551-74.9% |
| Participant deferral / active EE | $2,855 | $4,036-29.3% | $5,072-43.7% | $4,139-31.0% |
| Admin fee / account holder | $1,719 | $7,146-75.9% | $8,859-80.6% | $7,234-76.2% |