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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 | $25,100 | $77,896-67.8% | $134,172-81.3% | $82,448-69.6% |
| Participation rate | 23.1% | 62.8%-39.7pp | 72.5%-49.4pp | 68.1%-45.0pp |
| Annual return | 15.48% | 18.21%-2.7pp | 25.30%-9.8pp | 41.64%-26.2pp |
| Employer contribution / active EE | $494 | $2,159-77.1% | $3,420-85.6% | $2,551-80.6% |
| Participant deferral / active EE | $1,229 | $3,162-61.1% | $4,690-73.8% | $4,139-70.3% |
| Admin fee / account holder | $2,828 | $6,336-55.4% | $12,016-76.5% | $7,234-60.9% |