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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 | $32,284 | $55,684-42.0% | $75,900-57.5% | $72,976-55.8% |
| Participation rate | 51.5% | 61.1%-9.6pp | 69.3%-17.8pp | 69.5%-18.0pp |
| Annual return | 24.14% | 27.60%-3.5pp | 30.73%-6.6pp | 81.02%-56.9pp |
| Employer contribution / active EE | $246 | $1,687-85.4% | $2,501-90.1% | $2,440-89.9% |
| Participant deferral / active EE | $1,359 | $2,634-48.4% | $3,604-62.3% | $3,608-62.3% |
| Admin fee / account holder | $655 | $3,981-83.6% | $5,421-87.9% | $5,124-87.2% |