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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 | $24,752 | $106,864-76.8% | $147,318-83.2% | $82,637-70.0% |
| Participation rate | 58.6% | 75.5%-16.9pp | 82.1%-23.4pp | 68.1%-9.4pp |
| Annual return | 22.62% | 27.49%-4.9pp | 70.43%-47.8pp | 53.51%-30.9pp |
| Employer contribution / active EE | $503 | $3,417-85.3% | $4,593-89.0% | $2,552-80.3% |
| Participant deferral / active EE | $4,633 | $6,496-28.7% | $7,906-41.4% | $4,126+12.3% |
| Admin fee / account holder | $3,728 | $8,415-55.7% | $13,708-72.8% | $7,339-49.2% |