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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 | $65,087 | $65,704-0.9% | $94,229-30.9% | $59,633+9.1% |
| Participation rate | 51.1% | 72.1%-21.1pp | 78.8%-27.7pp | 68.7%-17.6pp |
| Annual return | 3.44% | 5.22%-1.8pp | 10.68%-7.2pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $258 | $2,021-87.2% | $3,587-92.8% | $2,203-88.3% |
| Participant deferral / active EE | $1,734 | $3,143-44.8% | $4,320-59.9% | $3,192-45.7% |
| Admin fee / account holder | $353 | $4,265-91.7% | $6,269-94.4% | $4,297-91.8% |