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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 | $24,966 | $67,894-63.2% | $89,340-72.1% | $82,448-69.7% |
| Participation rate | 26.9% | 64.0%-37.2pp | 69.6%-42.7pp | 68.1%-41.2pp |
| Annual return | 16.34% | 19.21%-2.9pp | 20.57%-4.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $314 | $1,828-82.8% | $2,231-85.9% | $2,551-87.7% |
| Participant deferral / active EE | $1,447 | $3,072-52.9% | $3,823-62.1% | $4,139-65.0% |
| Admin fee / account holder | $2,819 | $5,723-50.7% | $6,704-58.0% | $7,234-61.0% |