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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 | $37,911 | $131,625-71.2% | $107,187-64.6% | - |
| Participation rate | 49.5% | 57.3%-7.8pp | 75.0%-25.5pp | - |
| Annual return | 17.48% | 14.69%+2.8pp | 204.55%-187.1pp | - |
| Employer contribution / active EE | $311 | $2,255-86.2% | $3,782-91.8% | - |
| Participant deferral / active EE | $3,870 | $3,909-1.0% | $5,096-24.1% | - |
| Admin fee / account holder | $2,888 | $8,026-64.0% | $9,162-68.5% | - |