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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 | $26,969 | $73,955-63.5% | $96,520-72.1% | $75,181-64.1% |
| Participation rate | 55.9% | 66.4%-10.5pp | 74.3%-18.5pp | 67.2%-11.3pp |
| Annual return | 16.87% | 26.72%-9.9pp | 35.72%-18.8pp | 160.69%-143.8pp |
| Employer contribution / active EE | $379 | $2,930-87.1% | $3,739-89.9% | $2,671-85.8% |
| Participant deferral / active EE | $4,754 | $3,659+29.9% | $4,879-2.5% | $4,126+15.2% |
| Admin fee / account holder | $7,267 | $5,217+39.3% | $6,733+7.9% | $5,650+28.6% |