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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 | $37,314 | $60,349-38.2% | $74,184-49.7% | $62,881-40.7% |
| Participation rate | 69.2% | 72.7%-3.5pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | 5.23% | 21.38%-16.1pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $152 | $1,680-91.0% | $2,370-93.6% | $2,281-93.3% |
| Participant deferral / active EE | $1,293 | $2,856-54.7% | $3,550-63.6% | $3,203-59.6% |
| Admin fee / account holder | $850 | $4,261-80.1% | $5,586-84.8% | $4,296-80.2% |