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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 | $67,816 | $71,230-4.8% | $93,727-27.6% | $80,959-16.2% |
| Participation rate | 54.3% | 60.4%-6.1pp | 68.7%-14.4pp | 67.7%-13.3pp |
| Annual return | 11.38% | 11.26%+0.1pp | 133.83%-122.4pp | 35.67%-24.3pp |
| Employer contribution / active EE | $310 | $1,565-80.2% | $2,421-87.2% | $2,757-88.7% |
| Participant deferral / active EE | $4,693 | $4,037+16.2% | $4,417+6.3% | $4,300+9.1% |
| Admin fee / account holder | $894 | $6,961-87.2% | $8,292-89.2% | $6,925-87.1% |