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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 | $28,070 | $77,908-64.0% | $149,696-81.2% | $75,173-62.7% |
| Participation rate | 36.7% | 65.6%-28.9pp | 78.8%-42.1pp | 67.2%-30.5pp |
| Annual return | 14.92% | 31.73%-16.8pp | 134.46%-119.5pp | 160.72%-145.8pp |
| Employer contribution / active EE | $141 | $3,138-95.5% | $4,821-97.1% | $2,671-94.7% |
| Participant deferral / active EE | $1,199 | $3,411-64.9% | $5,682-78.9% | $4,126-70.9% |
| Admin fee / account holder | $2,097 | $5,950-64.8% | $13,212-84.1% | $5,651-62.9% |