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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 | $47,371 | $73,978-36.0% | $96,515-50.9% | $75,173-37.0% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 23.44% | 26.72%-3.3pp | 35.73%-12.3pp | 160.72%-137.3pp |
| Employer contribution / active EE | $612 | $2,931-79.1% | $3,740-83.6% | $2,671-77.1% |
| Participant deferral / active EE | $2,849 | $3,660-22.2% | $4,880-41.6% | $4,126-30.9% |
| Admin fee / account holder | $3,198 | $5,219-38.7% | $6,735-52.5% | $5,651-43.4% |