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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 | $29,527 | $49,249-40.0% | $70,476-58.1% | $79,852-63.0% |
| Participation rate | 24.2% | 69.2%-44.9pp | 75.1%-50.8pp | 69.6%-45.4pp |
| Annual return | 23.58% | 30.09%-6.5pp | 109.12%-85.5pp | 31.72%-8.1pp |
| Employer contribution / active EE | $371 | $2,100-82.4% | $2,738-86.5% | $2,471-85.0% |
| Participant deferral / active EE | $1,923 | $2,769-30.6% | $3,710-48.2% | $3,740-48.6% |
| Admin fee / account holder | $808 | $2,878-71.9% | $3,847-79.0% | $5,306-84.8% |