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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 | $34,439 | $65,361-47.3% | $92,903-62.9% | $72,983-52.8% |
| Participation rate | 67.7% | 68.3%-0.6pp | 76.0%-8.3pp | 69.5%-1.7pp |
| Annual return | 21.16% | 42.11%-20.9pp | 109.43%-88.3pp | 81.01%-59.8pp |
| Employer contribution / active EE | $310 | $2,594-88.1% | $3,653-91.5% | $2,440-87.3% |
| Participant deferral / active EE | $2,134 | $3,128-31.8% | $4,238-49.6% | $3,608-40.8% |
| Admin fee / account holder | $3,231 | $4,251-24.0% | $5,795-44.2% | $5,124-36.9% |