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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 | $43,796 | $124,425-64.8% | $112,040-60.9% | $137,256-68.1% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 13.89% | 24.72%-10.8pp | 24.52%-10.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $693 | $3,411-79.7% | $2,954-76.6% | $4,156-83.3% |
| Participant deferral / active EE | $3,590 | $5,718-37.2% | $5,098-29.6% | $6,407-44.0% |
| Admin fee / account holder | $2,253 | $15,207-85.2% | $12,098-81.4% | $12,270-81.6% |