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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 | $33,260 | $88,672-62.5% | $105,223-68.4% | $82,448-59.7% |
| Participation rate | 21.4% | 67.9%-46.5pp | 75.0%-53.6pp | 68.1%-46.6pp |
| Annual return | 14.38% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $336 | $3,048-89.0% | $3,689-90.9% | $2,551-86.8% |
| Participant deferral / active EE | $1,781 | $4,036-55.9% | $5,072-64.9% | $4,139-57.0% |
| Admin fee / account holder | $7,607 | $7,146+6.5% | $8,859-14.1% | $7,234+5.2% |