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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 | $27,094 | $87,166-68.9% | $76,735-64.7% | $137,256-80.3% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.5%-29.5pp | 80.0%-40.0pp |
| Annual return | 18.18% | 26.50%-8.3pp | 29.77%-11.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $408 | $2,904-86.0% | $2,454-83.4% | $4,156-90.2% |
| Participant deferral / active EE | $1,190 | $4,726-74.8% | $4,088-70.9% | $6,407-81.4% |
| Admin fee / account holder | $1,060 | $8,403-87.4% | $7,189-85.3% | $12,270-91.4% |