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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 | $30,884 | $48,337-36.1% | $67,560-54.3% | $80,959-61.9% |
| Participation rate | 14.3% | 66.4%-52.1pp | 72.9%-58.6pp | 67.7%-53.4pp |
| Annual return | 17.75% | 18.26%-0.5pp | 3533.50%-3515.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $273 | $2,023-86.5% | $2,737-90.0% | $2,757-90.1% |
| Participant deferral / active EE | $1,164 | $2,928-60.2% | $4,004-70.9% | $4,300-72.9% |
| Admin fee / account holder | $768 | $3,695-79.2% | $3,994-80.8% | $6,925-88.9% |