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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,582 | $42,867-77.6% | $75,894-87.4% | - |
| Participation rate | 41.4% | 44.2%-2.8pp | 69.3%-27.9pp | - |
| Annual return | 13.63% | 25.39%-11.8pp | 30.76%-17.1pp | - |
| Employer contribution / active EE | $235 | $807-70.9% | $2,501-90.6% | - |
| Participant deferral / active EE | $1,268 | $2,133-40.5% | $3,603-64.8% | - |
| Admin fee / account holder | $2,480 | $3,812-34.9% | $5,420-54.2% | - |