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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 | $43,632 | $99,875-56.3% | $146,866-70.3% | $86,983-49.8% |
| Participation rate | 52.3% | 75.8%-23.5pp | 82.5%-30.2pp | 69.5%-17.3pp |
| Annual return | 23.50% | 28.10%-4.6pp | 102.85%-79.4pp | 25.83%-2.3pp |
| Employer contribution / active EE | $166 | $3,224-94.8% | $4,425-96.2% | $2,584-93.6% |
| Participant deferral / active EE | $5,605 | $6,322-11.3% | $7,759-27.8% | $4,194+33.7% |
| Admin fee / account holder | $4,632 | $7,838-40.9% | $13,620-66.0% | $7,856-41.0% |