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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 | $25,065 | $77,472-67.6% | $100,392-75.0% | $80,935-69.0% |
| Participation rate | 65.2% | 76.9%-11.7pp | 81.5%-16.3pp | 67.7%-2.4pp |
| Annual return | 23.70% | 37.26%-13.6pp | 49.45%-25.7pp | 35.66%-12.0pp |
| Employer contribution / active EE | $127 | $2,800-95.5% | $3,941-96.8% | $2,757-95.4% |
| Participant deferral / active EE | $3,829 | $6,818-43.8% | $8,090-52.7% | $4,299-10.9% |
| Admin fee / account holder | $500 | $5,885-91.5% | $7,904-93.7% | $6,924-92.8% |