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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 | $31,458 | $67,602-53.5% | $82,312-61.8% | $70,126-55.1% |
| Participation rate | 68.6% | 72.8%-4.1pp | 76.9%-8.3pp | 69.5%-0.9pp |
| Annual return | 14.67% | 21.57%-6.9pp | 25.88%-11.2pp | 73.15%-58.5pp |
| Employer contribution / active EE | $259 | $1,755-85.3% | $2,428-89.3% | $2,343-89.0% |
| Participant deferral / active EE | $2,591 | $2,987-13.3% | $3,706-30.1% | $3,332-22.2% |
| Admin fee / account holder | $806 | $4,512-82.1% | $5,608-85.6% | $4,645-82.7% |