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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 | $23,425 | $73,978-68.3% | $96,515-75.7% | $75,173-68.8% |
| Participation rate | 45.5% | 66.4%-21.0pp | 74.3%-28.9pp | 67.2%-21.7pp |
| Annual return | 20.55% | 26.72%-6.2pp | 35.73%-15.2pp | 160.72%-140.2pp |
| Employer contribution / active EE | $628 | $2,931-78.6% | $3,740-83.2% | $2,671-76.5% |
| Participant deferral / active EE | $2,464 | $3,660-32.7% | $4,880-49.5% | $4,126-40.3% |
| Admin fee / account holder | $1,575 | $5,219-69.8% | $6,735-76.6% | $5,651-72.1% |