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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 | $44,575 | $48,337-7.8% | $67,560-34.0% | $80,959-44.9% |
| Participation rate | 49.2% | 66.4%-17.3pp | 72.9%-23.8pp | 67.7%-18.5pp |
| Annual return | 14.47% | 18.26%-3.8pp | 3533.50%-3519.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $275 | $2,023-86.4% | $2,737-89.9% | $2,757-90.0% |
| Participant deferral / active EE | $2,435 | $2,928-16.8% | $4,004-39.2% | $4,300-43.4% |
| Admin fee / account holder | $681 | $3,695-81.6% | $3,994-83.0% | $6,925-90.2% |