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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 | $17,572 | $112,729-84.4% | $98,716-82.2% | $137,256-87.2% |
| Participation rate | 57.9% | 74.2%-16.3pp | 69.3%-11.4pp | 80.0%-22.1pp |
| Annual return | 19.17% | 38.48%-19.3pp | 31.81%-12.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $343 | $2,725-87.4% | $2,279-85.0% | $4,156-91.8% |
| Participant deferral / active EE | $2,008 | $4,640-56.7% | $4,048-50.4% | $6,407-68.7% |
| Admin fee / account holder | $4,774 | $10,129-52.9% | $8,703-45.1% | $12,270-61.1% |