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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 | $68,099 | $201,594-66.2% | $101,275-32.8% | - |
| Participation rate | 58.6% | 64.6%-6.0pp | 75.8%-17.2pp | - |
| Annual return | 11.81% | 13.55%-1.7pp | 46.48%-34.7pp | - |
| Employer contribution / active EE | $359 | $2,288-84.3% | $3,660-90.2% | - |
| Participant deferral / active EE | $2,992 | $3,091-3.2% | $4,371-31.6% | - |
| Admin fee / account holder | $3,645 | $7,709-52.7% | $5,948-38.7% | - |