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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 | $24,839 | $65,395-62.0% | $182,540-86.4% | $72,975-66.0% |
| Participation rate | 32.4% | 65.4%-33.0pp | 78.0%-45.5pp | 69.5%-37.1pp |
| Annual return | 22.81% | 27.68%-4.9pp | 148.58%-125.8pp | 81.01%-58.2pp |
| Employer contribution / active EE | $296 | $1,911-84.5% | $4,076-92.7% | $2,440-87.9% |
| Participant deferral / active EE | $2,165 | $3,563-39.2% | $5,525-60.8% | $3,608-40.0% |
| Admin fee / account holder | $1,906 | $4,245-55.1% | $8,593-77.8% | $5,124-62.8% |