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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 | $35,129 | $81,358-56.8% | $155,556-77.4% | $80,959-56.6% |
| Participation rate | 34.0% | 66.3%-32.3pp | 78.2%-44.2pp | 67.7%-33.7pp |
| Annual return | 11.97% | 33.39%-21.4pp | 64.84%-52.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $355 | $3,106-88.6% | $4,675-92.4% | $2,757-87.1% |
| Participant deferral / active EE | $1,006 | $3,455-70.9% | $5,631-82.1% | $4,300-76.6% |
| Admin fee / account holder | $8,952 | $7,994+12.0% | $15,885-43.6% | $6,925+29.3% |