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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 | $42,767 | $65,367-34.6% | $92,915-54.0% | $72,976-41.4% |
| Participation rate | 45.2% | 68.3%-23.1pp | 76.0%-30.8pp | 69.5%-24.3pp |
| Annual return | 20.51% | 42.11%-21.6pp | 109.45%-88.9pp | 81.02%-60.5pp |
| Employer contribution / active EE | $51 | $2,594-98.0% | $3,653-98.6% | $2,440-97.9% |
| Participant deferral / active EE | $1,475 | $3,128-52.8% | $4,238-65.2% | $3,608-59.1% |
| Admin fee / account holder | $2,145 | $4,251-49.6% | $5,796-63.0% | $5,124-58.1% |