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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 | $24,167 | $65,027-62.8% | $90,970-73.4% | $79,852-69.7% |
| Participation rate | 46.0% | 61.6%-15.6pp | 69.0%-23.0pp | 69.6%-23.6pp |
| Annual return | 15.99% | 30.45%-14.5pp | 134.58%-118.6pp | 31.72%-15.7pp |
| Employer contribution / active EE | $201 | $1,247-83.9% | $2,122-90.5% | $2,471-91.8% |
| Participant deferral / active EE | $2,464 | $2,512-1.9% | $3,373-27.0% | $3,740-34.1% |
| Admin fee / account holder | $2,231 | $4,535-50.8% | $5,960-62.6% | $5,306-58.0% |