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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 | $64,027 | $62,881+1.8% | - | $62,881+1.8% |
| Participation rate | 63.7% | 69.3%-5.6pp | - | 69.3%-5.6pp |
| Annual return | 8.81% | 20.14%-11.3pp | - | 20.14%-11.3pp |
| Employer contribution / active EE | $293 | $2,281-87.2% | - | $2,281-87.2% |
| Participant deferral / active EE | $2,373 | $3,203-25.9% | - | $3,203-25.9% |
| Admin fee / account holder | $864 | $4,296-79.9% | - | $4,296-79.9% |