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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 | $32,357 | $86,949-62.8% | $102,460-68.4% | $80,959-60.0% |
| Participation rate | 33.3% | 72.4%-39.1pp | 76.5%-43.2pp | 67.7%-34.3pp |
| Annual return | 11.63% | 18.89%-7.3pp | 29.47%-17.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $431 | $2,370-81.8% | $3,025-85.8% | $2,757-84.4% |
| Participant deferral / active EE | $2,560 | $4,121-37.9% | $5,056-49.4% | $4,300-40.5% |
| Admin fee / account holder | $3,048 | $8,048-62.1% | $9,460-67.8% | $6,925-56.0% |