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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 | $27,471 | $55,713-50.7% | $75,894-63.8% | $72,983-62.4% |
| Participation rate | 67.3% | 61.1%+6.1pp | 69.3%-2.0pp | 69.5%-2.2pp |
| Annual return | 20.74% | 27.60%-6.9pp | 30.76%-10.0pp | 81.01%-60.3pp |
| Employer contribution / active EE | $73 | $1,687-95.7% | $2,501-97.1% | $2,440-97.0% |
| Participant deferral / active EE | $2,144 | $2,634-18.6% | $3,603-40.5% | $3,608-40.6% |
| Admin fee / account holder | $1,255 | $3,980-68.5% | $5,420-76.8% | $5,124-75.5% |