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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 | $56,059 | $45,041+24.5% | $63,003-11.0% | $70,131-20.1% |
| Participation rate | 38.9% | 69.5%-30.6pp | 74.8%-35.9pp | 69.5%-30.7pp |
| Annual return | 12.72% | 18.76%-6.0pp | 87.59%-74.9pp | 73.14%-60.4pp |
| Employer contribution / active EE | $331 | $2,052-83.9% | $2,760-88.0% | $2,342-85.9% |
| Participant deferral / active EE | $889 | $2,465-63.9% | $3,329-73.3% | $3,332-73.3% |
| Admin fee / account holder | $1,859 | $2,836-34.4% | $3,600-48.4% | $4,645-60.0% |