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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 | $50,847 | $54,541-6.8% | $78,778-35.5% | $70,131-27.5% |
| Participation rate | 18.6% | 60.8%-42.2pp | 69.2%-50.6pp | 69.5%-50.9pp |
| Annual return | 16.19% | 21.07%-4.9pp | 35.62%-19.4pp | 73.14%-57.0pp |
| Employer contribution / active EE | $86 | $1,089-92.1% | $1,986-95.7% | $2,342-96.3% |
| Participant deferral / active EE | $1,513 | $2,210-31.6% | $2,958-48.9% | $3,332-54.6% |
| Admin fee / account holder | $337 | $3,709-90.9% | $5,134-93.4% | $4,645-92.7% |