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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 | $41,000 | $136,307-69.9% | $106,619-61.5% | $273,972-85.0% |
| Participation rate | 66.7% | 84.8%-18.1pp | 78.0%-11.3pp | 83.0%-16.3pp |
| Annual return | 7.08% | 11.05%-4.0pp | 9.42%-2.3pp | 41.46%-34.4pp |
| Employer contribution / active EE | $754 | $5,190-85.5% | $3,947-80.9% | $4,869-84.5% |
| Participant deferral / active EE | $3,866 | $4,969-22.2% | $3,930-1.6% | $5,287-26.9% |
| Admin fee / account holder | $362 | $8,625-95.8% | $6,418-94.4% | $10,133-96.4% |