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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 | $30,575 | $62,583-51.1% | $76,767-60.2% | $64,173-52.4% |
| Participation rate | 69.0% | 72.8%-3.8pp | 77.0%-7.9pp | 69.6%-0.6pp |
| Annual return | 9.19% | -1.95%+11.1pp | 2.43%+6.8pp | 7.63%+1.6pp |
| Employer contribution / active EE | $412 | $1,832-77.5% | $2,485-83.4% | $2,381-82.7% |
| Participant deferral / active EE | $1,623 | $3,145-48.4% | $3,852-57.9% | $3,470-53.2% |
| Admin fee / account holder | $3,646 | $4,667-21.9% | $6,675-45.4% | $4,887-25.4% |