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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 | $47,344 | $60,349-21.5% | $74,184-36.2% | $62,881-24.7% |
| Participation rate | 52.7% | 72.7%-20.0pp | 76.6%-23.9pp | 69.3%-16.6pp |
| Annual return | 9.10% | 21.38%-12.3pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $126 | $1,680-92.5% | $2,370-94.7% | $2,281-94.5% |
| Participant deferral / active EE | $2,427 | $2,856-15.0% | $3,550-31.6% | $3,203-24.2% |
| Admin fee / account holder | $606 | $4,261-85.8% | $5,586-89.2% | $4,296-85.9% |