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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 | $27,833 | $118,496-76.5% | $98,461-71.7% | $139,466-80.0% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 12.81% | 18.96%-6.1pp | 21.17%-8.4pp | 373.66%-360.9pp |
| Employer contribution / active EE | $527 | $3,611-85.4% | $3,049-82.7% | $4,754-88.9% |
| Participant deferral / active EE | $1,835 | $5,393-66.0% | $4,738-61.3% | $6,712-72.7% |
| Admin fee / account holder | $745 | $14,056-94.7% | $8,961-91.7% | $11,409-93.5% |