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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 | $40,992 | $71,230-42.5% | $93,727-56.3% | $80,959-49.4% |
| Participation rate | 25.5% | 60.4%-34.9pp | 68.7%-43.2pp | 67.7%-42.1pp |
| Annual return | 18.94% | 11.26%+7.7pp | 133.83%-114.9pp | 35.67%-16.7pp |
| Employer contribution / active EE | $185 | $1,565-88.2% | $2,421-92.3% | $2,757-93.3% |
| Participant deferral / active EE | $1,581 | $4,037-60.8% | $4,417-64.2% | $4,300-63.2% |
| Admin fee / account holder | $2,193 | $6,961-68.5% | $8,292-73.6% | $6,925-68.3% |