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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 | $42,908 | $81,476-47.3% | $102,383-58.1% | $80,925-47.0% |
| Participation rate | 64.0% | 66.8%-2.8pp | 74.5%-10.5pp | 67.7%-3.7pp |
| Annual return | 20.98% | 25.59%-4.6pp | 24.94%-4.0pp | 35.65%-14.7pp |
| Employer contribution / active EE | $767 | $3,105-75.3% | $3,870-80.2% | $2,756-72.2% |
| Participant deferral / active EE | $1,809 | $3,871-53.3% | $5,060-64.2% | $4,299-57.9% |
| Admin fee / account holder | $740 | $6,717-89.0% | $8,391-91.2% | $6,940-89.3% |