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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 | $28,761 | $81,504-64.7% | $102,437-71.9% | $80,959-64.5% |
| Participation rate | 24.6% | 66.9%-42.2pp | 74.5%-49.9pp | 67.7%-43.1pp |
| Annual return | 14.43% | 25.60%-11.2pp | 24.95%-10.5pp | 35.67%-21.2pp |
| Employer contribution / active EE | $601 | $3,104-80.6% | $3,871-84.5% | $2,757-78.2% |
| Participant deferral / active EE | $1,623 | $3,871-58.1% | $5,060-67.9% | $4,300-62.3% |
| Admin fee / account holder | $5,198 | $6,719-22.6% | $8,388-38.0% | $6,925-24.9% |