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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 | $24,664 | $77,638-68.2% | $156,551-84.2% | $62,881-60.8% |
| Participation rate | 54.3% | 71.2%-16.9pp | 84.0%-29.7pp | 69.3%-15.0pp |
| Annual return | 9.38% | 50.33%-40.9pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $255 | $3,444-92.6% | $5,501-95.4% | $2,281-88.8% |
| Participant deferral / active EE | $2,376 | $3,046-22.0% | $4,871-51.2% | $3,203-25.8% |
| Admin fee / account holder | $791 | $5,561-85.8% | $13,028-93.9% | $4,296-81.6% |