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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 | $29,889 | $69,511-57.0% | $94,664-68.4% | $71,511-58.2% |
| Participation rate | 67.2% | 78.4%-11.3pp | 80.8%-13.7pp | 67.9%-0.8pp |
| Annual return | 24.90% | 29.67%-4.8pp | 156.84%-131.9pp | 28.86%-4.0pp |
| Employer contribution / active EE | $77 | $2,853-97.3% | $3,673-97.9% | $2,589-97.0% |
| Participant deferral / active EE | $4,333 | $7,348-41.0% | $7,417-41.6% | $4,291+1.0% |
| Admin fee / account holder | $1,141 | $1,211-5.7% | $7,222-84.2% | $1,588-28.1% |