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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 | $21,259 | $85,060-75.0% | $70,565-69.9% | $139,487-84.8% |
| Participation rate | 25.0% | 73.9%-48.9pp | 68.4%-43.4pp | 80.3%-55.3pp |
| Annual return | 27.77% | 30.39%-2.6pp | 32.79%-5.0pp | 373.84%-346.1pp |
| Employer contribution / active EE | $465 | $3,912-88.1% | $2,976-84.4% | $4,755-90.2% |
| Participant deferral / active EE | $2,813 | $5,891-52.2% | $4,568-38.4% | $6,713-58.1% |
| Admin fee / account holder | $2,708 | $8,932-69.7% | $6,430-57.9% | $11,407-76.3% |