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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 | $58,940 | $56,054+5.1% | $171,082-65.5% | $62,881-6.3% |
| Participation rate | 31.6% | 62.9%-31.3pp | 76.7%-45.1pp | 69.3%-37.7pp |
| Annual return | 9.57% | 22.52%-12.9pp | 32.56%-23.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $106 | $1,731-93.9% | $4,002-97.4% | $2,281-95.4% |
| Participant deferral / active EE | $1,177 | $3,158-62.7% | $4,797-75.5% | $3,203-63.2% |
| Admin fee / account holder | $3,345 | $3,647-8.3% | $8,520-60.7% | $4,296-22.1% |