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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 | $18,313 | $59,123-69.0% | $77,183-76.3% | $75,181-75.6% |
| Participation rate | 41.2% | 63.9%-22.6pp | 69.6%-28.3pp | 67.2%-26.0pp |
| Annual return | 17.36% | 26.72%-9.4pp | 37.89%-20.5pp | 160.69%-143.3pp |
| Employer contribution / active EE | $139 | $1,996-93.0% | $2,534-94.5% | $2,671-94.8% |
| Participant deferral / active EE | $2,944 | $2,999-1.9% | $3,833-23.2% | $4,126-28.7% |
| Admin fee / account holder | $2,268 | $4,776-52.5% | $5,475-58.6% | $5,650-59.9% |