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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 | $57,675 | $83,485-30.9% | $125,192-53.9% | $72,975-21.0% |
| Participation rate | 56.3% | 73.3%-17.1pp | 79.8%-23.5pp | 69.5%-13.2pp |
| Annual return | 24.08% | 25.77%-1.7pp | 43.79%-19.7pp | 81.01%-56.9pp |
| Employer contribution / active EE | $90 | $2,346-96.2% | $3,866-97.7% | $2,440-96.3% |
| Participant deferral / active EE | $1,677 | $3,586-53.2% | $4,937-66.0% | $3,608-53.5% |
| Admin fee / account holder | $996 | $5,518-81.9% | $9,704-89.7% | $5,124-80.6% |