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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 | $41,065 | $52,580-21.9% | $71,671-42.7% | $70,124-41.4% |
| Participation rate | 42.7% | 60.9%-18.2pp | 68.7%-26.0pp | 69.5%-26.8pp |
| Annual return | 16.36% | 20.25%-3.9pp | 20.65%-4.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $160 | $1,616-90.1% | $2,460-93.5% | $2,342-93.2% |
| Participant deferral / active EE | $2,070 | $2,386-13.2% | $3,438-39.8% | $3,332-37.9% |
| Admin fee / account holder | $2,488 | $3,653-31.9% | $5,558-55.2% | $4,645-46.4% |