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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 | $29,323 | $58,828-50.2% | $78,002-62.4% | $62,881-53.4% |
| Participation rate | 66.7% | 71.1%-4.4pp | 75.5%-8.9pp | 69.3%-2.6pp |
| Annual return | 5.77% | 17.16%-11.4pp | 425.99%-420.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $254 | $1,672-84.8% | $2,470-89.7% | $2,281-88.9% |
| Participant deferral / active EE | $1,923 | $2,686-28.4% | $3,497-45.0% | $3,203-39.9% |
| Admin fee / account holder | $1,846 | $4,393-58.0% | $5,481-66.3% | $4,296-57.0% |