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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 | $65,813 | $87,834-25.1% | $133,975-50.9% | $62,881+4.7% |
| Participation rate | 67.4% | 83.4%-15.9pp | 87.1%-19.6pp | 69.3%-1.9pp |
| Annual return | 5.71% | 12.05%-6.3pp | 29.29%-23.6pp | 20.14%-14.4pp |
| Employer contribution / active EE | $409 | $3,482-88.2% | $5,211-92.1% | $2,281-82.1% |
| Participant deferral / active EE | $2,430 | $4,812-49.5% | $6,282-61.3% | $3,203-24.1% |
| Admin fee / account holder | $6,779 | $5,372+26.2% | $9,324-27.3% | $4,296+57.8% |