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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 | $21,992 | $75,541-70.9% | $152,093-85.5% | $82,637-73.4% |
| Participation rate | 53.7% | 66.5%-12.9pp | 77.8%-24.1pp | 68.1%-14.4pp |
| Annual return | 17.78% | 32.56%-14.8pp | 66.36%-48.6pp | 53.51%-35.7pp |
| Employer contribution / active EE | $227 | $2,622-91.4% | $4,175-94.6% | $2,552-91.1% |
| Participant deferral / active EE | $1,294 | $3,206-59.6% | $5,451-76.3% | $4,126-68.6% |
| Admin fee / account holder | $2,024 | $6,405-68.4% | $14,497-86.0% | $7,339-72.4% |