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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 | $24,804 | $73,978-66.5% | $96,515-74.3% | $75,173-67.0% |
| Participation rate | 49.3% | 66.4%-17.1pp | 74.3%-25.1pp | 67.2%-17.9pp |
| Annual return | 19.21% | 26.72%-7.5pp | 35.73%-16.5pp | 160.72%-141.5pp |
| Employer contribution / active EE | $733 | $2,931-75.0% | $3,740-80.4% | $2,671-72.5% |
| Participant deferral / active EE | $3,444 | $3,660-5.9% | $4,880-29.4% | $4,126-16.5% |
| Admin fee / account holder | $2,485 | $5,219-52.4% | $6,735-63.1% | $5,651-56.0% |