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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 | $34,471 | $81,504-57.7% | $102,437-66.3% | $80,959-57.4% |
| Participation rate | 22.6% | 66.9%-44.3pp | 74.5%-51.9pp | 67.7%-45.1pp |
| Annual return | 12.38% | 25.60%-13.2pp | 24.95%-12.6pp | 35.67%-23.3pp |
| Employer contribution / active EE | $539 | $3,104-82.6% | $3,871-86.1% | $2,757-80.5% |
| Participant deferral / active EE | $1,974 | $3,871-49.0% | $5,060-61.0% | $4,300-54.1% |
| Admin fee / account holder | $431 | $6,719-93.6% | $8,388-94.9% | $6,925-93.8% |