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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 | $44,656 | $78,705-43.3% | $117,857-62.1% | $70,131-36.3% |
| Participation rate | 43.6% | 73.2%-29.6pp | 79.7%-36.0pp | 69.5%-25.9pp |
| Annual return | 16.01% | 23.30%-7.3pp | 335.09%-319.1pp | 73.14%-57.1pp |
| Employer contribution / active EE | $358 | $2,223-83.9% | $3,786-90.5% | $2,342-84.7% |
| Participant deferral / active EE | $1,785 | $3,297-45.9% | $4,482-60.2% | $3,332-46.4% |
| Admin fee / account holder | $305 | $5,065-94.0% | $8,020-96.2% | $4,645-93.4% |