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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 | $22,893 | $72,177-68.3% | $115,038-80.1% | $59,633-61.6% |
| Participation rate | 53.6% | 72.6%-19.0pp | 81.4%-27.8pp | 68.7%-15.1pp |
| Annual return | 4.10% | 12.02%-7.9pp | 26.14%-22.0pp | 2041.45%-2037.4pp |
| Employer contribution / active EE | $103 | $2,841-96.4% | $4,608-97.8% | $2,203-95.3% |
| Participant deferral / active EE | $6,491 | $4,783+35.7% | $6,026+7.7% | $3,192+103.4% |
| Admin fee / account holder | $1,027 | $4,927-79.2% | $8,175-87.4% | $4,297-76.1% |