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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 | $24,127 | $56,894-57.6% | $84,753-71.5% | $62,881-61.6% |
| Participation rate | 47.6% | 68.5%-20.9pp | 76.6%-29.0pp | 69.3%-21.7pp |
| Annual return | 6.07% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $270 | $2,400-88.7% | $3,574-92.4% | $2,281-88.1% |
| Participant deferral / active EE | $1,172 | $2,709-56.7% | $3,712-68.4% | $3,203-63.4% |
| Admin fee / account holder | $561 | $3,581-84.3% | $5,333-89.5% | $4,296-86.9% |