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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 | $27,109 | $63,703-57.4% | $93,063-70.9% | $82,448-67.1% |
| Participation rate | 24.6% | 63.8%-39.2pp | 72.1%-47.5pp | 68.1%-43.5pp |
| Annual return | 19.73% | -775.43%+795.2pp | 34.15%-14.4pp | 41.64%-21.9pp |
| Employer contribution / active EE | $339 | $1,729-80.4% | $2,476-86.3% | $2,551-86.7% |
| Participant deferral / active EE | $1,311 | $2,919-55.1% | $3,958-66.9% | $4,139-68.3% |
| Admin fee / account holder | $1,397 | $5,982-76.6% | $6,033-76.8% | $7,234-80.7% |