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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 | $26,511 | $81,358-67.4% | $155,556-83.0% | $80,959-67.3% |
| Participation rate | 53.9% | 66.3%-12.3pp | 78.2%-24.3pp | 67.7%-13.7pp |
| Annual return | 14.41% | 33.39%-19.0pp | 64.84%-50.4pp | 35.67%-21.3pp |
| Employer contribution / active EE | $157 | $3,106-95.0% | $4,675-96.6% | $2,757-94.3% |
| Participant deferral / active EE | $2,023 | $3,455-41.5% | $5,631-64.1% | $4,300-53.0% |
| Admin fee / account holder | $1,027 | $7,994-87.2% | $15,885-93.5% | $6,925-85.2% |