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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 | $37,511 | $56,894-34.1% | $84,753-55.7% | $62,881-40.3% |
| Participation rate | 69.5% | 68.5%+1.0pp | 76.6%-7.1pp | 69.3%+0.2pp |
| Annual return | 8.31% | 6.30%+2.0pp | 22.78%-14.5pp | 20.14%-11.8pp |
| Employer contribution / active EE | $303 | $2,400-87.4% | $3,574-91.5% | $2,281-86.7% |
| Participant deferral / active EE | $4,112 | $2,709+51.8% | $3,712+10.8% | $3,203+28.4% |
| Admin fee / account holder | $1,207 | $3,581-66.3% | $5,333-77.4% | $4,296-71.9% |