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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 | $26,681 | $93,617-71.5% | $135,982-80.4% | $75,177-64.5% |
| Participation rate | 53.2% | 75.2%-22.0pp | 81.9%-28.7pp | 67.2%-14.0pp |
| Annual return | 18.40% | 30.89%-12.5pp | 68.32%-49.9pp | 160.75%-142.4pp |
| Employer contribution / active EE | $684 | $3,538-80.7% | $4,859-85.9% | $2,671-74.4% |
| Participant deferral / active EE | $2,776 | $6,406-56.7% | $7,760-64.2% | $4,126-32.7% |
| Admin fee / account holder | $3,878 | $6,980-44.4% | $10,767-64.0% | $5,651-31.4% |