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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 | $34,390 | $77,908-55.9% | $149,696-77.0% | $75,173-54.3% |
| Participation rate | 15.4% | 65.6%-50.2pp | 78.8%-63.4pp | 67.2%-51.8pp |
| Annual return | 17.40% | 31.73%-14.3pp | 134.46%-117.1pp | 160.72%-143.3pp |
| Employer contribution / active EE | $322 | $3,138-89.7% | $4,821-93.3% | $2,671-87.9% |
| Participant deferral / active EE | $1,306 | $3,411-61.7% | $5,682-77.0% | $4,126-68.4% |
| Admin fee / account holder | $1,102 | $5,950-81.5% | $13,212-91.7% | $5,651-80.5% |