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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 | $19,016 | $96,558-80.3% | $80,977-76.5% | $273,972-93.1% |
| Participation rate | 41.7% | 79.1%-37.4pp | 75.8%-34.1pp | 83.0%-41.3pp |
| Annual return | 7.13% | 15.14%-8.0pp | 17.11%-10.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $193 | $4,869-96.0% | $3,715-94.8% | $4,869-96.0% |
| Participant deferral / active EE | $3,469 | $6,598-47.4% | $5,696-39.1% | $5,287-34.4% |
| Admin fee / account holder | $371 | $7,493-95.0% | $5,517-93.3% | $10,133-96.3% |