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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 | $22,996 | $81,504-71.8% | $102,437-77.6% | $80,959-71.6% |
| Participation rate | 33.3% | 66.9%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 23.68% | 25.60%-1.9pp | 24.95%-1.3pp | 35.67%-12.0pp |
| Employer contribution / active EE | $200 | $3,104-93.6% | $3,871-94.8% | $2,757-92.7% |
| Participant deferral / active EE | $2,580 | $3,871-33.4% | $5,060-49.0% | $4,300-40.0% |
| Admin fee / account holder | $1,197 | $6,719-82.2% | $8,388-85.7% | $6,925-82.7% |