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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 | $41,008 | $77,638-47.2% | $156,551-73.8% | $62,881-34.8% |
| Participation rate | 67.9% | 71.2%-3.3pp | 84.0%-16.2pp | 69.3%-1.4pp |
| Annual return | 6.52% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $339 | $3,444-90.2% | $5,501-93.8% | $2,281-85.2% |
| Participant deferral / active EE | $2,560 | $3,046-16.0% | $4,871-47.5% | $3,203-20.1% |
| Admin fee / account holder | $599 | $5,561-89.2% | $13,028-95.4% | $4,296-86.1% |