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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 | $55,848 | $55,932-0.1% | $76,735-27.2% | $67,986-17.9% |
| Participation rate | 26.8% | 50.8%-24.0pp | 69.5%-42.7pp | 57.2%-30.4pp |
| Annual return | 17.02% | 23.10%-6.1pp | 29.77%-12.7pp | 31.67%-14.6pp |
| Employer contribution / active EE | $138 | $1,487-90.7% | $2,454-94.4% | $2,019-93.2% |
| Participant deferral / active EE | $1,297 | $2,558-49.3% | $4,088-68.3% | $3,358-61.4% |
| Admin fee / account holder | $2,472 | $4,907-49.6% | $7,189-65.6% | $3,203-22.8% |