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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 | $64,701 | $87,106-25.7% | $105,607-38.7% | $80,935-20.1% |
| Participation rate | 41.6% | 70.4%-28.9pp | 75.3%-33.7pp | 67.7%-26.1pp |
| Annual return | 10.99% | 17.01%-6.0pp | 116.11%-105.1pp | 35.66%-24.7pp |
| Employer contribution / active EE | $355 | $2,396-85.2% | $3,167-88.8% | $2,757-87.1% |
| Participant deferral / active EE | $2,901 | $3,986-27.2% | $5,011-42.1% | $4,299-32.5% |
| Admin fee / account holder | $6,652 | $8,447-21.3% | $10,958-39.3% | $6,924-3.9% |