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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 | $30,879 | $79,894-61.4% | $135,792-77.3% | $82,637-62.6% |
| Participation rate | 34.6% | 63.0%-28.4pp | 72.6%-38.0pp | 68.1%-33.4pp |
| Annual return | 16.42% | 17.20%-0.8pp | 25.96%-9.5pp | 53.51%-37.1pp |
| Employer contribution / active EE | $551 | $2,165-74.6% | $3,496-84.2% | $2,552-78.4% |
| Participant deferral / active EE | $1,101 | $3,194-65.5% | $4,759-76.9% | $4,126-73.3% |
| Admin fee / account holder | $1,430 | $6,434-77.8% | $12,266-88.3% | $7,339-80.5% |