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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 | $35,390 | $41,016-13.7% | $152,093-76.7% | $64,097-44.8% |
| Participation rate | 17.2% | 51.3%-34.2pp | 77.8%-60.6pp | 55.2%-38.0pp |
| Annual return | 15.01% | 39.60%-24.6pp | 66.36%-51.3pp | 34.64%-19.6pp |
| Employer contribution / active EE | $75 | $1,342-94.4% | $4,175-98.2% | $1,891-96.0% |
| Participant deferral / active EE | $585 | $1,927-69.7% | $5,451-89.3% | $3,080-81.0% |
| Admin fee / account holder | $345 | $2,305-85.1% | $14,497-97.6% | $3,454-90.0% |