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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 | $34,285 | $87,166-60.7% | $76,735-55.3% | $137,256-75.0% |
| Participation rate | 9.5% | 74.4%-64.8pp | 69.5%-60.0pp | 80.0%-70.4pp |
| Annual return | 17.37% | 26.50%-9.1pp | 29.77%-12.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $325 | $2,904-88.8% | $2,454-86.7% | $4,156-92.2% |
| Participant deferral / active EE | $1,764 | $4,726-62.7% | $4,088-56.8% | $6,407-72.5% |
| Admin fee / account holder | $1,268 | $8,403-84.9% | $7,189-82.4% | $12,270-89.7% |