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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 | $51,187 | $62,583-18.2% | $76,767-33.3% | $64,173-20.2% |
| Participation rate | 65.5% | 72.8%-7.3pp | 77.0%-11.4pp | 69.6%-4.1pp |
| Annual return | 10.18% | -1.95%+12.1pp | 2.43%+7.7pp | 7.63%+2.5pp |
| Employer contribution / active EE | $382 | $1,832-79.1% | $2,485-84.6% | $2,381-83.9% |
| Participant deferral / active EE | $1,536 | $3,145-51.2% | $3,852-60.1% | $3,470-55.7% |
| Admin fee / account holder | $7,770 | $4,667+66.5% | $6,675+16.4% | $4,887+59.0% |