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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 | $24,906 | $57,828-56.9% | $117,039-78.7% | $70,126-64.5% |
| Participation rate | 57.1% | 67.1%-10.0pp | 77.2%-20.0pp | 69.5%-12.4pp |
| Annual return | 18.03% | 17.55%+0.5pp | 18.95%-0.9pp | 73.15%-55.1pp |
| Employer contribution / active EE | $158 | $1,816-91.3% | $3,785-95.8% | $2,343-93.2% |
| Participant deferral / active EE | $1,512 | $2,438-38.0% | $3,929-61.5% | $3,332-54.6% |
| Admin fee / account holder | $4,429 | $3,548+24.8% | $5,974-25.9% | $4,645-4.7% |