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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 | $48,860 | $51,207-4.6% | $70,565-30.8% | $75,177-35.0% |
| Participation rate | 37.9% | 61.0%-23.0pp | 68.4%-30.4pp | 67.2%-29.3pp |
| Annual return | 14.16% | 30.05%-15.9pp | 32.79%-18.6pp | 160.75%-146.6pp |
| Employer contribution / active EE | $236 | $1,826-87.1% | $2,976-92.1% | $2,671-91.2% |
| Participant deferral / active EE | $1,544 | $2,850-45.8% | $4,568-66.2% | $4,126-62.6% |
| Admin fee / account holder | $798 | $4,097-80.5% | $6,430-87.6% | $5,651-85.9% |