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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 | $26,424 | $88,672-70.2% | $105,223-74.9% | $82,448-68.0% |
| Participation rate | 61.8% | 67.9%-6.2pp | 75.0%-13.3pp | 68.1%-6.3pp |
| Annual return | 15.24% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $774 | $3,048-74.6% | $3,689-79.0% | $2,551-69.6% |
| Participant deferral / active EE | $3,061 | $4,036-24.2% | $5,072-39.7% | $4,139-26.1% |
| Admin fee / account holder | $1,535 | $7,146-78.5% | $8,859-82.7% | $7,234-78.8% |