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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 | $63,920 | $77,817-17.9% | $123,553-48.3% | $64,173-0.4% |
| Participation rate | 59.1% | 74.7%-15.6pp | 82.3%-23.2pp | 69.6%-10.5pp |
| Annual return | 2.17% | 12.49%-10.3pp | 119.21%-117.0pp | 7.63%-5.5pp |
| Employer contribution / active EE | $530 | $3,014-82.4% | $4,628-88.5% | $2,381-77.7% |
| Participant deferral / active EE | $4,874 | $5,240-7.0% | $6,426-24.1% | $3,470+40.5% |
| Admin fee / account holder | $1,880 | $5,519-65.9% | $9,284-79.7% | $4,887-61.5% |