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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 | $26,795 | $60,349-55.6% | $74,184-63.9% | $62,881-57.4% |
| Participation rate | 41.7% | 72.7%-31.1pp | 76.6%-35.0pp | 69.3%-27.6pp |
| Annual return | 7.68% | 21.38%-13.7pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $186 | $1,680-88.9% | $2,370-92.1% | $2,281-91.8% |
| Participant deferral / active EE | $1,269 | $2,856-55.6% | $3,550-64.3% | $3,203-60.4% |
| Admin fee / account holder | $645 | $4,261-84.9% | $5,586-88.5% | $4,296-85.0% |