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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 | $44,632 | $73,978-39.7% | $96,515-53.8% | $75,173-40.6% |
| Participation rate | 19.7% | 66.4%-46.7pp | 74.3%-54.6pp | 67.2%-47.5pp |
| Annual return | 19.93% | 26.72%-6.8pp | 35.73%-15.8pp | 160.72%-140.8pp |
| Employer contribution / active EE | $643 | $2,931-78.0% | $3,740-82.8% | $2,671-75.9% |
| Participant deferral / active EE | $1,934 | $3,660-47.2% | $4,880-60.4% | $4,126-53.1% |
| Admin fee / account holder | $477 | $5,219-90.9% | $6,735-92.9% | $5,651-91.6% |