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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 | $35,346 | $106,524-66.8% | $152,301-76.8% | $87,485-59.6% |
| Participation rate | 31.8% | 75.8%-43.9pp | 82.4%-50.6pp | 68.9%-37.1pp |
| Annual return | 23.21% | 26.89%-3.7pp | 80.50%-57.3pp | 26.06%-2.8pp |
| Employer contribution / active EE | $93 | $3,371-97.2% | $4,624-98.0% | $2,596-96.4% |
| Participant deferral / active EE | $2,665 | $6,525-59.2% | $8,004-66.7% | $4,274-37.6% |
| Admin fee / account holder | $436 | $8,287-94.7% | $14,398-97.0% | $7,775-94.4% |