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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 | $25,938 | $65,367-60.3% | $92,915-72.1% | $72,976-64.5% |
| Participation rate | 56.0% | 68.3%-12.3pp | 76.0%-20.0pp | 69.5%-13.5pp |
| Annual return | 21.31% | 42.11%-20.8pp | 109.45%-88.1pp | 81.02%-59.7pp |
| Employer contribution / active EE | $572 | $2,594-78.0% | $3,653-84.4% | $2,440-76.6% |
| Participant deferral / active EE | $1,305 | $3,128-58.3% | $4,238-69.2% | $3,608-63.8% |
| Admin fee / account holder | $857 | $4,251-79.8% | $5,796-85.2% | $5,124-83.3% |