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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 | $56,481 | $81,487-30.7% | $102,412-44.8% | $80,935-30.2% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 10.50% | 25.60%-15.1pp | 24.94%-14.4pp | 35.66%-25.2pp |
| Employer contribution / active EE | $241 | $3,103-92.2% | $3,870-93.8% | $2,757-91.2% |
| Participant deferral / active EE | $2,873 | $3,871-25.8% | $5,060-43.2% | $4,299-33.2% |
| Admin fee / account holder | $3,482 | $6,717-48.2% | $8,388-58.5% | $6,924-49.7% |