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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 | $48,314-36.1% | $67,561-54.3% | $80,925-61.8% |
| Participation rate | 14.3% | 66.4%-52.1pp | 72.9%-58.6pp | 67.7%-53.4pp |
| Annual return | 17.75% | 18.28%-0.5pp | 3525.44%-3507.7pp | 35.65%-17.9pp |
| Employer contribution / active EE | $273 | $2,022-86.5% | $2,735-90.0% | $2,756-90.1% |
| Participant deferral / active EE | $1,164 | $2,927-60.2% | $4,003-70.9% | $4,299-72.9% |
| Admin fee / account holder | $768 | $3,690-79.2% | $4,006-80.8% | $6,940-88.9% |