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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 | $53,962 | $97,648-44.7% | $121,663-55.6% | $87,485-38.3% |
| Participation rate | 60.8% | 70.5%-9.7pp | 74.5%-13.7pp | 68.9%-8.1pp |
| Annual return | 24.64% | 18.03%+6.6pp | 147.54%-122.9pp | 26.06%-1.4pp |
| Employer contribution / active EE | $351 | $2,300-84.7% | $3,020-88.4% | $2,596-86.5% |
| Participant deferral / active EE | $2,287 | $3,923-41.7% | $4,887-53.2% | $4,274-46.5% |
| Admin fee / account holder | $6,660 | $11,100-40.0% | $14,289-53.4% | $7,775-14.3% |