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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 | $57,904 | $106,524-45.6% | $152,301-62.0% | $87,485-33.8% |
| Participation rate | 67.7% | 75.8%-8.0pp | 82.4%-14.7pp | 68.9%-1.2pp |
| Annual return | 15.35% | 26.89%-11.5pp | 80.50%-65.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $328 | $3,371-90.3% | $4,624-92.9% | $2,596-87.4% |
| Participant deferral / active EE | $2,950 | $6,525-54.8% | $8,004-63.1% | $4,274-31.0% |
| Admin fee / account holder | $7,844 | $8,287-5.3% | $14,398-45.5% | $7,775+0.9% |