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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 | $82,072 | $113,941-28.0% | $94,229-12.9% | $125,389-34.5% |
| Participation rate | 28.6% | 82.9%-54.3pp | 78.8%-50.2pp | 83.2%-54.6pp |
| Annual return | 2.36% | 5.29%-2.9pp | 10.68%-8.3pp | 282.24%-279.9pp |
| Employer contribution / active EE | $596 | $4,727-87.4% | $3,587-83.4% | $4,866-87.7% |
| Participant deferral / active EE | $1,697 | $5,179-67.2% | $4,320-60.7% | $5,352-68.3% |
| Admin fee / account holder | $925 | $8,392-89.0% | $6,269-85.2% | $9,541-90.3% |