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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 | $71,921 | $57,119+25.9% | $85,187-15.6% | $80,935-11.1% |
| Participation rate | 28.6% | 56.4%-27.8pp | 67.5%-39.0pp | 67.7%-39.1pp |
| Annual return | 11.80% | 21.70%-9.9pp | 66.67%-54.9pp | 35.66%-23.9pp |
| Employer contribution / active EE | $71 | $1,802-96.0% | $2,732-97.4% | $2,757-97.4% |
| Participant deferral / active EE | $1,392 | $3,115-55.3% | $4,525-69.2% | $4,299-67.6% |
| Admin fee / account holder | $545 | $4,990-89.1% | $6,162-91.1% | $6,924-92.1% |