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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 | $24,606 | $72,027-65.8% | $185,835-86.8% | $79,852-69.2% |
| Participation rate | 25.0% | 65.8%-40.8pp | 78.0%-53.0pp | 69.6%-44.6pp |
| Annual return | 16.52% | 23.13%-6.6pp | 35.96%-19.4pp | 31.72%-15.2pp |
| Employer contribution / active EE | $172 | $1,965-91.3% | $4,087-95.8% | $2,471-93.0% |
| Participant deferral / active EE | $1,285 | $3,780-66.0% | $5,633-77.2% | $3,740-65.6% |
| Admin fee / account holder | $2,259 | $4,513-50.0% | $9,502-76.2% | $5,306-57.4% |