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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 | $24,225 | $60,349-59.9% | $74,184-67.3% | $62,881-61.5% |
| Participation rate | 51.8% | 72.7%-20.9pp | 76.6%-24.8pp | 69.3%-17.5pp |
| Annual return | 13.10% | 21.38%-8.3pp | 17.74%-4.6pp | 20.14%-7.0pp |
| Employer contribution / active EE | $259 | $1,680-84.6% | $2,370-89.1% | $2,281-88.7% |
| Participant deferral / active EE | $1,469 | $2,856-48.6% | $3,550-58.6% | $3,203-54.1% |
| Admin fee / account holder | $2,160 | $4,261-49.3% | $5,586-61.3% | $4,296-49.7% |