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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 | $74,302 | $175,036-57.6% | $93,063-20.2% | - |
| Participation rate | 66.7% | 60.2%+6.5pp | 72.1%-5.4pp | - |
| Annual return | 33.44% | 15.04%+18.4pp | 34.15%-0.7pp | - |
| Employer contribution / active EE | $689 | $1,949-64.6% | $2,476-72.2% | - |
| Participant deferral / active EE | $5,296 | $3,720+42.4% | $3,958+33.8% | - |
| Admin fee / account holder | $2,775 | $23,923-88.4% | $6,033-54.0% | - |