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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 | $45,643 | $71,208-35.9% | $93,681-51.3% | $80,911-43.6% |
| Participation rate | 31.2% | 60.4%-29.2pp | 68.7%-37.6pp | 67.6%-36.5pp |
| Annual return | 11.45% | 11.27%+0.2pp | 133.47%-122.0pp | 35.63%-24.2pp |
| Employer contribution / active EE | $180 | $1,564-88.5% | $2,422-92.6% | $2,756-93.5% |
| Participant deferral / active EE | $1,346 | $4,035-66.6% | $4,415-69.5% | $4,297-68.7% |
| Admin fee / account holder | $714 | $6,951-89.7% | $8,290-91.4% | $6,935-89.7% |