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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 | $50,183 | $49,239+1.9% | $70,462-28.8% | $79,858-37.2% |
| Participation rate | 43.9% | 69.2%-25.3pp | 75.1%-31.2pp | 69.6%-25.8pp |
| Annual return | 14.72% | 30.08%-15.4pp | 109.08%-94.4pp | 31.72%-17.0pp |
| Employer contribution / active EE | $168 | $2,100-92.0% | $2,737-93.9% | $2,471-93.2% |
| Participant deferral / active EE | $1,281 | $2,769-53.8% | $3,710-65.5% | $3,740-65.8% |
| Admin fee / account holder | $1,622 | $2,876-43.6% | $3,845-57.8% | $5,306-69.4% |