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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 | $49,426 | $88,672-44.3% | $105,223-53.0% | $82,448-40.1% |
| Participation rate | 69.7% | 67.9%+1.7pp | 75.0%-5.4pp | 68.1%+1.6pp |
| Annual return | 14.07% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $567 | $3,048-81.4% | $3,689-84.6% | $2,551-77.8% |
| Participant deferral / active EE | $1,927 | $4,036-52.3% | $5,072-62.0% | $4,139-53.4% |
| Admin fee / account holder | $5,107 | $7,146-28.5% | $8,859-42.4% | $7,234-29.4% |