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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 | $50,985 | $55,684-8.4% | $75,900-32.8% | $72,976-30.1% |
| Participation rate | 19.3% | 61.1%-41.8pp | 69.3%-50.0pp | 69.5%-50.2pp |
| Annual return | 25.35% | 27.60%-2.3pp | 30.73%-5.4pp | 81.02%-55.7pp |
| Employer contribution / active EE | $116 | $1,687-93.1% | $2,501-95.4% | $2,440-95.2% |
| Participant deferral / active EE | $982 | $2,634-62.7% | $3,604-72.7% | $3,608-72.8% |
| Admin fee / account holder | $636 | $3,981-84.0% | $5,421-88.3% | $5,124-87.6% |