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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 | $29,589 | $84,236-64.9% | $170,435-82.6% | $70,126-57.8% |
| Participation rate | 31.6% | 70.8%-39.3pp | 83.6%-52.0pp | 69.5%-38.0pp |
| Annual return | 14.60% | 23.06%-8.5pp | 205.94%-191.3pp | 73.15%-58.6pp |
| Employer contribution / active EE | $332 | $3,387-90.2% | $5,432-93.9% | $2,343-85.8% |
| Participant deferral / active EE | $1,015 | $3,086-67.1% | $4,939-79.5% | $3,332-69.5% |
| Admin fee / account holder | $2,748 | $5,698-51.8% | $13,881-80.2% | $4,645-40.8% |