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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 | $40,294 | $43,749-7.9% | $158,223-74.5% | $65,306-38.3% |
| Participation rate | 24.3% | 56.9%-32.5pp | 79.2%-54.9pp | 57.7%-33.3pp |
| Annual return | 17.08% | 19.41%-2.3pp | 52.09%-35.0pp | 21.94%-4.9pp |
| Employer contribution / active EE | $283 | $1,497-81.1% | $4,109-93.1% | $1,967-85.6% |
| Participant deferral / active EE | $1,146 | $2,019-43.3% | $5,467-79.0% | $2,959-61.3% |
| Admin fee / account holder | $1,166 | $1,930-39.6% | $16,047-92.7% | $3,480-66.5% |