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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 | $27,129 | $111,535-75.7% | $105,223-74.2% | $137,256-80.2% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.0%-33.4pp | 80.0%-38.3pp |
| Annual return | 16.81% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $314 | $3,939-92.0% | $3,689-91.5% | $4,156-92.5% |
| Participant deferral / active EE | $2,659 | $5,500-51.7% | $5,072-47.6% | $6,407-58.5% |
| Admin fee / account holder | $4,641 | $9,721-52.3% | $8,859-47.6% | $12,270-62.2% |