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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 | $52,045 | $71,215-26.9% | $93,696-44.5% | $80,935-35.7% |
| Participation rate | 35.3% | 60.4%-25.1pp | 68.7%-33.4pp | 67.7%-32.4pp |
| Annual return | 10.11% | 11.27%-1.2pp | 133.74%-123.6pp | 35.66%-25.5pp |
| Employer contribution / active EE | $194 | $1,565-87.6% | $2,422-92.0% | $2,757-93.0% |
| Participant deferral / active EE | $1,501 | $4,037-62.8% | $4,417-66.0% | $4,299-65.1% |
| Admin fee / account holder | $736 | $6,958-89.4% | $8,287-91.1% | $6,924-89.4% |