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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 | $44,155 | $58,099-24.0% | $76,872-42.6% | $75,173-41.3% |
| Participation rate | 14.3% | 63.9%-49.6pp | 69.6%-55.3pp | 67.2%-52.9pp |
| Annual return | 25.43% | 26.71%-1.3pp | 37.90%-12.5pp | 160.72%-135.3pp |
| Employer contribution / active EE | $266 | $1,996-86.7% | $2,533-89.5% | $2,671-90.1% |
| Participant deferral / active EE | $1,241 | $2,999-58.6% | $3,832-67.6% | $4,126-69.9% |
| Admin fee / account holder | $384 | $4,778-92.0% | $5,476-93.0% | $5,651-93.2% |