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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 | $32,657 | $78,690-58.5% | $161,489-79.8% | $87,485-62.7% |
| Participation rate | 31.3% | 67.5%-36.1pp | 78.7%-47.4pp | 68.9%-37.6pp |
| Annual return | 20.39% | 32.74%-12.4pp | 89.72%-69.3pp | 26.06%-5.7pp |
| Employer contribution / active EE | $91 | $2,588-96.5% | $4,268-97.9% | $2,596-96.5% |
| Participant deferral / active EE | $1,118 | $3,311-66.2% | $5,630-80.1% | $4,274-73.8% |
| Admin fee / account holder | $5,211 | $6,724-22.5% | $16,006-67.4% | $7,775-33.0% |