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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 | $62,011 | $126,661-51.0% | $113,397-45.3% | $138,895-55.4% |
| Participation rate | 20.8% | 79.4%-58.6pp | 76.5%-55.7pp | 79.9%-59.1pp |
| Annual return | 12.24% | 25.05%-12.8pp | 23.20%-11.0pp | 145.39%-133.2pp |
| Employer contribution / active EE | $90 | $3,456-97.4% | $2,977-97.0% | $4,194-97.9% |
| Participant deferral / active EE | $3,477 | $5,693-38.9% | $5,076-31.5% | $6,396-45.6% |
| Admin fee / account holder | $775 | $14,549-94.7% | $11,957-93.5% | $12,562-93.8% |