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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 | $10,913 | $40,275-72.9% | $57,356-81.0% | $59,633-81.7% |
| Participation rate | 60.7% | 69.1%-8.4pp | 75.1%-14.4pp | 68.7%-8.0pp |
| Annual return | 2.59% | 27.52%-24.9pp | 24.41%-21.8pp | 2041.45%-2038.9pp |
| Employer contribution / active EE | $303 | $1,921-84.2% | $2,689-88.7% | $2,203-86.3% |
| Participant deferral / active EE | $3,133 | $2,400+30.6% | $3,162-0.9% | $3,192-1.8% |
| Admin fee / account holder | $2,024 | $2,820-28.2% | $3,357-39.7% | $4,297-52.9% |