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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 | $60,493 | $56,110+7.8% | $94,993-36.3% | $70,124-13.7% |
| Participation rate | 36.6% | 65.0%-28.4pp | 73.9%-37.3pp | 69.5%-32.9pp |
| Annual return | 17.03% | 51.02%-34.0pp | 27.14%-10.1pp | 73.14%-56.1pp |
| Employer contribution / active EE | $219 | $1,442-84.8% | $2,603-91.6% | $2,342-90.6% |
| Participant deferral / active EE | $975 | $2,391-59.2% | $3,317-70.6% | $3,332-70.7% |
| Admin fee / account holder | $3,002 | $3,456-13.2% | $4,960-39.5% | $4,645-35.4% |