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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 | $72,607-65.6% | $90,259-72.3% | $87,485-71.5% |
| Participation rate | 26.9% | 64.8%-37.9pp | 70.7%-43.9pp | 68.9%-42.0pp |
| Annual return | 16.34% | 18.59%-2.3pp | 18.88%-2.5pp | 26.06%-9.7pp |
| Employer contribution / active EE | $314 | $1,919-83.6% | $2,291-86.3% | $2,596-87.9% |
| Participant deferral / active EE | $1,447 | $3,055-52.6% | $3,827-62.2% | $4,274-66.1% |
| Admin fee / account holder | $2,819 | $5,947-52.6% | $7,267-61.2% | $7,775-63.7% |