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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 | $20,589 | $71,230-71.1% | $93,727-78.0% | $80,959-74.6% |
| Participation rate | 58.1% | 60.4%-2.3pp | 68.7%-10.6pp | 67.7%-9.5pp |
| Annual return | 10.45% | 11.26%-0.8pp | 133.83%-123.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $356 | $1,565-77.3% | $2,421-85.3% | $2,757-87.1% |
| Participant deferral / active EE | $1,889 | $4,037-53.2% | $4,417-57.2% | $4,300-56.1% |
| Admin fee / account holder | $3,530 | $6,961-49.3% | $8,292-57.4% | $6,925-49.0% |