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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 | $44,886 | $84,236-46.7% | $170,435-73.7% | $70,126-36.0% |
| Participation rate | 37.7% | 70.8%-33.1pp | 83.6%-45.9pp | 69.5%-31.9pp |
| Annual return | 18.57% | 23.06%-4.5pp | 205.94%-187.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $183 | $3,387-94.6% | $5,432-96.6% | $2,343-92.2% |
| Participant deferral / active EE | $1,088 | $3,086-64.8% | $4,939-78.0% | $3,332-67.4% |
| Admin fee / account holder | $2,280 | $5,698-60.0% | $13,881-83.6% | $4,645-50.9% |