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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 | $31,562 | $65,027-51.5% | $90,970-65.3% | $79,852-60.5% |
| Participation rate | 12.9% | 61.6%-48.7pp | 69.0%-56.1pp | 69.6%-56.7pp |
| Annual return | 16.32% | 30.45%-14.1pp | 134.58%-118.3pp | 31.72%-15.4pp |
| Employer contribution / active EE | $247 | $1,247-80.2% | $2,122-88.4% | $2,471-90.0% |
| Participant deferral / active EE | $1,615 | $2,512-35.7% | $3,373-52.1% | $3,740-56.8% |
| Admin fee / account holder | $2,262 | $4,535-50.1% | $5,960-62.1% | $5,306-57.4% |