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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 | $43,194 | $73,978-41.6% | $96,515-55.2% | $75,173-42.5% |
| Participation rate | 55.0% | 66.4%-11.4pp | 74.3%-19.3pp | 67.2%-12.2pp |
| Annual return | 17.17% | 26.72%-9.6pp | 35.73%-18.6pp | 160.72%-143.5pp |
| Employer contribution / active EE | $440 | $2,931-85.0% | $3,740-88.2% | $2,671-83.5% |
| Participant deferral / active EE | $2,280 | $3,660-37.7% | $4,880-53.3% | $4,126-44.7% |
| Admin fee / account holder | $700 | $5,219-86.6% | $6,735-89.6% | $5,651-87.6% |