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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 | $57,337 | $80,985-29.2% | $96,576-40.6% | $75,181-23.7% |
| Participation rate | 64.7% | 71.8%-7.1pp | 76.0%-11.3pp | 67.2%-2.5pp |
| Annual return | 15.46% | 27.05%-11.6pp | 25.87%-10.4pp | 160.69%-145.2pp |
| Employer contribution / active EE | $204 | $2,282-91.1% | $2,965-93.1% | $2,671-92.4% |
| Participant deferral / active EE | $3,581 | $3,929-8.8% | $4,851-26.2% | $4,126-13.2% |
| Admin fee / account holder | $776 | $6,719-88.5% | $8,253-90.6% | $5,650-86.3% |