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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 | $47,994 | $51,222-6.3% | $70,544-32.0% | $75,173-36.2% |
| Participation rate | 42.3% | 61.0%-18.7pp | 68.4%-26.1pp | 67.2%-25.0pp |
| Annual return | 16.14% | 30.06%-13.9pp | 32.79%-16.6pp | 160.72%-144.6pp |
| Employer contribution / active EE | $292 | $1,827-84.0% | $2,976-90.2% | $2,671-89.1% |
| Participant deferral / active EE | $1,767 | $2,850-38.0% | $4,568-61.3% | $4,126-57.2% |
| Admin fee / account holder | $2,505 | $4,096-38.8% | $6,427-61.0% | $5,651-55.7% |