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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 | $18,160 | $81,262-77.7% | $155,602-88.3% | $80,911-77.6% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 11.69% | 33.34%-21.7pp | 64.81%-53.1pp | 35.63%-23.9pp |
| Employer contribution / active EE | $68 | $3,102-97.8% | $4,675-98.5% | $2,756-97.5% |
| Participant deferral / active EE | $3,002 | $3,451-13.0% | $5,629-46.7% | $4,297-30.1% |
| Admin fee / account holder | $3,173 | $7,992-60.3% | $15,923-80.1% | $6,935-54.2% |