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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 | $26,971 | $51,283-47.4% | $95,740-71.8% | $71,511-62.3% |
| Participation rate | 36.8% | 63.1%-26.3pp | 72.3%-35.5pp | 67.9%-31.2pp |
| Annual return | 22.60% | 25.25%-2.6pp | 28.41%-5.8pp | 28.86%-6.3pp |
| Employer contribution / active EE | $462 | $1,817-74.6% | $2,836-83.7% | $2,589-82.1% |
| Participant deferral / active EE | $1,372 | $3,365-59.2% | $4,244-67.7% | $4,291-68.0% |
| Admin fee / account holder | $1,232 | $1,135+8.5% | $5,676-78.3% | $1,588-22.5% |