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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 | $40,493 | $124,980-67.6% | $108,359-62.6% | $154,746-73.8% |
| Participation rate | 64.3% | 75.2%-10.9pp | 70.1%-5.8pp | 80.7%-16.4pp |
| Annual return | 15.01% | 45.00%-30.0pp | 36.89%-21.9pp | 172.34%-157.3pp |
| Employer contribution / active EE | $262 | $2,851-90.8% | $2,399-89.1% | $4,379-94.0% |
| Participant deferral / active EE | $1,547 | $4,743-67.4% | $4,137-62.6% | $6,730-77.0% |
| Admin fee / account holder | $1,960 | $11,502-83.0% | $9,741-79.9% | $14,365-86.4% |