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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 | $55,233 | $52,580+5.0% | $71,671-22.9% | $70,124-21.2% |
| Participation rate | 42.9% | 60.9%-18.0pp | 68.7%-25.9pp | 69.5%-26.7pp |
| Annual return | 16.86% | 20.25%-3.4pp | 20.65%-3.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $46 | $1,616-97.1% | $2,460-98.1% | $2,342-98.0% |
| Participant deferral / active EE | $1,919 | $2,386-19.6% | $3,438-44.2% | $3,332-42.4% |
| Admin fee / account holder | $2,486 | $3,653-31.9% | $5,558-55.3% | $4,645-46.5% |