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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 | $18,963 | $81,358-76.7% | $155,556-87.8% | $80,959-76.6% |
| Participation rate | 52.7% | 66.3%-13.5pp | 78.2%-25.5pp | 67.7%-14.9pp |
| Annual return | 14.95% | 33.39%-18.4pp | 64.84%-49.9pp | 35.67%-20.7pp |
| Employer contribution / active EE | $296 | $3,106-90.5% | $4,675-93.7% | $2,757-89.3% |
| Participant deferral / active EE | $2,873 | $3,455-16.9% | $5,631-49.0% | $4,300-33.2% |
| Admin fee / account holder | $1,377 | $7,994-82.8% | $15,885-91.3% | $6,925-80.1% |