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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 | $19,656 | $52,580-62.6% | $71,671-72.6% | $70,131-72.0% |
| Participation rate | 44.9% | 60.9%-16.0pp | 68.7%-23.8pp | 69.5%-24.6pp |
| Annual return | 14.80% | 20.25%-5.5pp | 20.65%-5.9pp | 73.14%-58.3pp |
| Employer contribution / active EE | $174 | $1,616-89.2% | $2,460-92.9% | $2,342-92.6% |
| Participant deferral / active EE | $916 | $2,386-61.6% | $3,438-73.4% | $3,332-72.5% |
| Admin fee / account holder | $624 | $3,653-82.9% | $5,558-88.8% | $4,645-86.6% |