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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 | $54,932 | $72,273-24.0% | $101,275-45.8% | $79,856-31.2% |
| Participation rate | 44.9% | 68.5%-23.6pp | 75.8%-30.9pp | 69.6%-24.7pp |
| Annual return | 16.52% | 22.30%-5.8pp | 46.48%-30.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $104 | $2,691-96.1% | $3,660-97.2% | $2,471-95.8% |
| Participant deferral / active EE | $1,552 | $3,282-52.7% | $4,371-64.5% | $3,741-58.5% |
| Admin fee / account holder | $1,752 | $4,401-60.2% | $5,948-70.6% | $5,306-67.0% |