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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 | $40,551 | $101,752-60.1% | $164,928-75.4% | $80,911-49.9% |
| Participation rate | 37.2% | 71.8%-34.6pp | 78.6%-41.4pp | 67.6%-30.4pp |
| Annual return | 11.77% | 16.73%-5.0pp | 70.08%-58.3pp | 35.63%-23.9pp |
| Employer contribution / active EE | $160 | $2,953-94.6% | $4,343-96.3% | $2,756-94.2% |
| Participant deferral / active EE | $2,307 | $4,477-48.5% | $6,034-61.8% | $4,297-46.3% |
| Admin fee / account holder | $12,509 | $8,218+52.2% | $12,684-1.4% | $6,935+80.4% |