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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 | $56,178 | $65,361-14.0% | $92,903-39.5% | $72,983-23.0% |
| Participation rate | 67.5% | 68.3%-0.8pp | 76.0%-8.5pp | 69.5%-2.0pp |
| Annual return | 22.57% | 42.11%-19.5pp | 109.43%-86.9pp | 81.01%-58.4pp |
| Employer contribution / active EE | $399 | $2,594-84.6% | $3,653-89.1% | $2,440-83.6% |
| Participant deferral / active EE | $2,624 | $3,128-16.1% | $4,238-38.1% | $3,608-27.3% |
| Admin fee / account holder | $1,461 | $4,251-65.6% | $5,795-74.8% | $5,124-71.5% |