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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 | $30,767 | $106,524-71.1% | $152,301-79.8% | $87,485-64.8% |
| Participation rate | 60.7% | 75.8%-15.0pp | 82.4%-21.7pp | 68.9%-8.2pp |
| Annual return | 17.55% | 26.89%-9.3pp | 80.50%-63.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $107 | $3,371-96.8% | $4,624-97.7% | $2,596-95.9% |
| Participant deferral / active EE | $2,724 | $6,525-58.3% | $8,004-66.0% | $4,274-36.3% |
| Admin fee / account holder | $583 | $8,287-93.0% | $14,398-96.0% | $7,775-92.5% |