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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 | $30,731 | $81,358-62.2% | $155,556-80.2% | $80,959-62.0% |
| Participation rate | 25.0% | 66.3%-41.3pp | 78.2%-53.2pp | 67.7%-42.7pp |
| Annual return | 12.43% | 33.39%-21.0pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $130 | $3,106-95.8% | $4,675-97.2% | $2,757-95.3% |
| Participant deferral / active EE | $1,313 | $3,455-62.0% | $5,631-76.7% | $4,300-69.5% |
| Admin fee / account holder | $469 | $7,994-94.1% | $15,885-97.0% | $6,925-93.2% |