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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 | $42,557 | $81,504-47.8% | $102,437-58.5% | $80,959-47.4% |
| Participation rate | 30.0% | 66.9%-36.9pp | 74.5%-44.5pp | 67.7%-37.7pp |
| Annual return | 14.26% | 25.60%-11.3pp | 24.95%-10.7pp | 35.67%-21.4pp |
| Employer contribution / active EE | $291 | $3,104-90.6% | $3,871-92.5% | $2,757-89.5% |
| Participant deferral / active EE | $1,937 | $3,871-49.9% | $5,060-61.7% | $4,300-54.9% |
| Admin fee / account holder | $1,052 | $6,719-84.3% | $8,388-87.5% | $6,925-84.8% |