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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 | $25,850 | $63,690-59.4% | $163,379-84.2% | $71,012-63.6% |
| Participation rate | 21.7% | 47.6%-25.9pp | 76.8%-55.1pp | 58.6%-36.9pp |
| Annual return | 19.65% | 21.56%-1.9pp | 63.41%-43.8pp | 37.67%-18.0pp |
| Employer contribution / active EE | $241 | $1,703-85.8% | $3,752-93.6% | $2,348-89.7% |
| Participant deferral / active EE | $1,009 | $3,160-68.1% | $6,282-83.9% | $3,246-68.9% |
| Admin fee / account holder | $2,655 | $1,298+104.5% | $9,818-73.0% | $1,167+127.4% |