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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 | $41,774 | $67,411-38.0% | $91,004-54.1% | $70,126-40.4% |
| Participation rate | 56.7% | 71.4%-14.7pp | 75.6%-18.9pp | 69.5%-12.8pp |
| Annual return | 16.10% | -40.16%+56.3pp | 4.60%+11.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $288 | $1,786-83.9% | $2,456-88.3% | $2,343-87.7% |
| Participant deferral / active EE | $1,459 | $2,823-48.3% | $3,548-58.9% | $3,332-56.2% |
| Admin fee / account holder | $1,043 | $4,236-75.4% | $5,417-80.7% | $4,645-77.5% |