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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 | $43,876 | $54,763-19.9% | $90,324-51.4% | $72,976-39.9% |
| Participation rate | 40.0% | 65.2%-25.2pp | 73.3%-33.3pp | 69.5%-29.5pp |
| Annual return | 17.24% | 30.63%-13.4pp | 78.15%-60.9pp | 81.02%-63.8pp |
| Employer contribution / active EE | $161 | $2,093-92.3% | $2,856-94.4% | $2,440-93.4% |
| Participant deferral / active EE | $991 | $2,887-65.7% | $3,885-74.5% | $3,608-72.5% |
| Admin fee / account holder | $477 | $3,973-88.0% | $5,356-91.1% | $5,124-90.7% |