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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 | $21,540 | $68,880-68.7% | $120,580-82.1% | $80,959-73.4% |
| Participation rate | 45.3% | 61.7%-16.4pp | 72.0%-26.7pp | 67.7%-22.4pp |
| Annual return | 14.07% | 23.68%-9.6pp | 107.48%-93.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $468 | $2,066-77.4% | $3,469-86.5% | $2,757-83.0% |
| Participant deferral / active EE | $1,352 | $3,191-57.6% | $4,995-72.9% | $4,300-68.6% |
| Admin fee / account holder | $2,126 | $5,785-63.3% | $9,418-77.4% | $6,925-69.3% |