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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 | $69,934 | $73,955-5.4% | $96,520-27.5% | $75,181-7.0% |
| Participation rate | 39.7% | 66.4%-26.8pp | 74.3%-34.7pp | 67.2%-27.5pp |
| Annual return | 17.14% | 26.72%-9.6pp | 35.72%-18.6pp | 160.69%-143.5pp |
| Employer contribution / active EE | $213 | $2,930-92.7% | $3,739-94.3% | $2,671-92.0% |
| Participant deferral / active EE | $2,363 | $3,659-35.4% | $4,879-51.6% | $4,126-42.7% |
| Admin fee / account holder | $509 | $5,217-90.3% | $6,733-92.4% | $5,650-91.0% |