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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 | $67,969 | $91,559-25.8% | $133,978-49.3% | $79,856-14.9% |
| Participation rate | 60.5% | 73.3%-12.8pp | 79.8%-19.3pp | 69.6%-9.1pp |
| Annual return | 10.78% | 61.85%-51.1pp | 45.10%-34.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $548 | $2,384-77.0% | $3,919-86.0% | $2,471-77.8% |
| Participant deferral / active EE | $2,368 | $3,734-36.6% | $5,047-53.1% | $3,741-36.7% |
| Admin fee / account holder | $1,621 | $6,321-74.4% | $8,930-81.9% | $5,306-69.5% |