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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 | $54,979 | $51,207+7.4% | $70,565-22.1% | $75,177-26.9% |
| Participation rate | 11.5% | 61.0%-49.4pp | 68.4%-56.8pp | 67.2%-55.7pp |
| Annual return | 18.86% | 30.05%-11.2pp | 32.79%-13.9pp | 160.75%-141.9pp |
| Employer contribution / active EE | $165 | $1,826-91.0% | $2,976-94.5% | $2,671-93.8% |
| Participant deferral / active EE | $1,282 | $2,850-55.0% | $4,568-71.9% | $4,126-68.9% |
| Admin fee / account holder | $2,334 | $4,097-43.0% | $6,430-63.7% | $5,651-58.7% |