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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 | $58,869 | $87,106-32.4% | $105,607-44.3% | $80,935-27.3% |
| Participation rate | 69.8% | 70.4%-0.6pp | 75.3%-5.5pp | 67.7%+2.2pp |
| Annual return | 11.52% | 17.01%-5.5pp | 116.11%-104.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $636 | $2,396-73.4% | $3,167-79.9% | $2,757-76.9% |
| Participant deferral / active EE | $2,915 | $3,986-26.9% | $5,011-41.8% | $4,299-32.2% |
| Admin fee / account holder | $1,082 | $8,447-87.2% | $10,958-90.1% | $6,924-84.4% |