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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 | $69,395 | $81,331-14.7% | $155,534-55.4% | $80,935-14.3% |
| Participation rate | 12.8% | 66.3%-53.4pp | 78.2%-65.4pp | 67.7%-54.8pp |
| Annual return | 16.53% | 33.37%-16.8pp | 64.92%-48.4pp | 35.66%-19.1pp |
| Employer contribution / active EE | $297 | $3,105-90.4% | $4,675-93.7% | $2,757-89.2% |
| Participant deferral / active EE | $1,022 | $3,454-70.4% | $5,630-81.8% | $4,299-76.2% |
| Admin fee / account holder | $2,626 | $7,999-67.2% | $15,900-83.5% | $6,924-62.1% |