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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 | $22,959 | $45,343-49.4% | $150,298-84.7% | $67,986-66.2% |
| Participation rate | 31.0% | 51.9%-20.8pp | 77.8%-46.7pp | 57.2%-26.2pp |
| Annual return | 17.00% | 33.28%-16.3pp | 62.79%-45.8pp | 31.67%-14.7pp |
| Employer contribution / active EE | $182 | $1,462-87.6% | $4,154-95.6% | $2,019-91.0% |
| Participant deferral / active EE | $936 | $2,055-54.4% | $5,453-82.8% | $3,358-72.1% |
| Admin fee / account holder | $400 | $2,250-82.2% | $14,116-97.2% | $3,203-87.5% |