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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 | $29,285 | $73,787-60.3% | $98,716-70.3% | $82,448-64.5% |
| Participation rate | 32.1% | 61.4%-29.3pp | 69.3%-37.2pp | 68.1%-35.9pp |
| Annual return | 15.52% | 18.57%-3.0pp | 31.81%-16.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $239 | $1,511-84.2% | $2,279-89.5% | $2,551-90.6% |
| Participant deferral / active EE | $1,214 | $3,081-60.6% | $4,048-70.0% | $4,139-70.7% |
| Admin fee / account holder | $532 | $6,500-91.8% | $8,703-93.9% | $7,234-92.6% |