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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 | $27,470 | $58,493-53.0% | $84,021-67.3% | $72,975-62.4% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 23.51% | 28.93%-5.4pp | 71.32%-47.8pp | 81.01%-57.5pp |
| Employer contribution / active EE | $211 | $1,163-81.9% | $1,984-89.4% | $2,440-91.4% |
| Participant deferral / active EE | $2,254 | $2,394-5.9% | $3,239-30.4% | $3,608-37.5% |
| Admin fee / account holder | $1,391 | $4,569-69.6% | $6,102-77.2% | $5,124-72.9% |