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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 | $53,199 | $81,358-34.6% | $155,556-65.8% | $80,959-34.3% |
| Participation rate | 59.5% | 66.3%-6.7pp | 78.2%-18.7pp | 67.7%-8.1pp |
| Annual return | 13.73% | 33.39%-19.7pp | 64.84%-51.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $367 | $3,106-88.2% | $4,675-92.1% | $2,757-86.7% |
| Participant deferral / active EE | $3,457 | $3,4550% | $5,631-38.6% | $4,300-19.6% |
| Admin fee / account holder | $436 | $7,994-94.5% | $15,885-97.3% | $6,925-93.7% |