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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 | $52,759 | $69,977-24.6% | $108,582-51.4% | $62,881-16.1% |
| Participation rate | 69.2% | 72.9%-3.7pp | 79.6%-10.3pp | 69.3%-0.1pp |
| Annual return | 10.23% | 10.73%-0.5pp | -51.70%+61.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $355 | $2,135-83.4% | $3,758-90.6% | $2,281-84.4% |
| Participant deferral / active EE | $1,935 | $3,165-38.9% | $4,311-55.1% | $3,203-39.6% |
| Admin fee / account holder | $587 | $5,076-88.4% | $7,645-92.3% | $4,296-86.3% |