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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 | $42,889 | $81,403-47.3% | $147,027-70.8% | $87,485-51.0% |
| Participation rate | 17.9% | 63.4%-45.5pp | 73.7%-55.8pp | 68.9%-51.0pp |
| Annual return | 19.01% | 16.51%+2.5pp | 20.23%-1.2pp | 26.06%-7.1pp |
| Employer contribution / active EE | $391 | $2,205-82.3% | $3,626-89.2% | $2,596-84.9% |
| Participant deferral / active EE | $1,151 | $3,315-65.3% | $4,933-76.7% | $4,274-73.1% |
| Admin fee / account holder | $14,306 | $6,755+111.8% | $12,223+17.0% | $7,775+84.0% |