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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 | $20,301 | $112,729-82.0% | $98,716-79.4% | $137,256-85.2% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 16.85% | 38.48%-21.6pp | 31.81%-15.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $384 | $2,725-85.9% | $2,279-83.2% | $4,156-90.8% |
| Participant deferral / active EE | $1,810 | $4,640-61.0% | $4,048-55.3% | $6,407-71.8% |
| Admin fee / account holder | $3,582 | $10,129-64.6% | $8,703-58.8% | $12,270-70.8% |