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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 | $26,478 | $51,207-48.3% | $70,565-62.5% | $75,177-64.8% |
| Participation rate | 32.7% | 61.0%-28.2pp | 68.4%-35.6pp | 67.2%-34.5pp |
| Annual return | 13.98% | 30.05%-16.1pp | 32.79%-18.8pp | 160.75%-146.8pp |
| Employer contribution / active EE | $67 | $1,826-96.3% | $2,976-97.7% | $2,671-97.5% |
| Participant deferral / active EE | $1,092 | $2,850-61.7% | $4,568-76.1% | $4,126-73.5% |
| Admin fee / account holder | $4,230 | $4,097+3.2% | $6,430-34.2% | $5,651-25.1% |