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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 | $29,234 | $88,042-66.8% | $138,135-78.8% | $79,856-63.4% |
| Participation rate | 68.0% | 71.4%-3.4pp | 78.7%-10.7pp | 69.6%-1.6pp |
| Annual return | 10.60% | 20.58%-10.0pp | 20.51%-9.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $207 | $3,103-93.3% | $5,587-96.3% | $2,471-91.6% |
| Participant deferral / active EE | $2,288 | $4,704-51.4% | $6,431-64.4% | $3,741-38.8% |
| Admin fee / account holder | $1,958 | $7,791-74.9% | $11,856-83.5% | $5,306-63.1% |