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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 | $24,914 | $49,255-49.4% | $70,494-64.7% | $79,856-68.8% |
| Participation rate | 65.4% | 69.2%-3.8pp | 75.1%-9.7pp | 69.6%-4.3pp |
| Annual return | 10.14% | 30.10%-20.0pp | 109.16%-99.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $204 | $2,100-90.3% | $2,738-92.5% | $2,471-91.7% |
| Participant deferral / active EE | $1,379 | $2,768-50.2% | $3,711-62.8% | $3,741-63.1% |
| Admin fee / account holder | $3,114 | $2,879+8.2% | $3,848-19.1% | $5,306-41.3% |