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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 | $24,994 | $73,978-66.2% | $96,515-74.1% | $75,173-66.8% |
| Participation rate | 41.0% | 66.4%-25.5pp | 74.3%-33.4pp | 67.2%-26.2pp |
| Annual return | 17.21% | 26.72%-9.5pp | 35.73%-18.5pp | 160.72%-143.5pp |
| Employer contribution / active EE | $676 | $2,931-76.9% | $3,740-81.9% | $2,671-74.7% |
| Participant deferral / active EE | $1,596 | $3,660-56.4% | $4,880-67.3% | $4,126-61.3% |
| Admin fee / account holder | $1,054 | $5,219-79.8% | $6,735-84.4% | $5,651-81.4% |