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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 | $21,269 | $81,358-73.9% | $155,556-86.3% | $80,959-73.7% |
| Participation rate | 20.5% | 66.3%-45.8pp | 78.2%-57.8pp | 67.7%-47.2pp |
| Annual return | 10.76% | 33.39%-22.6pp | 64.84%-54.1pp | 35.67%-24.9pp |
| Employer contribution / active EE | $314 | $3,106-89.9% | $4,675-93.3% | $2,757-88.6% |
| Participant deferral / active EE | $1,289 | $3,455-62.7% | $5,631-77.1% | $4,300-70.0% |
| Admin fee / account holder | $8,687 | $7,994+8.7% | $15,885-45.3% | $6,925+25.4% |