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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 | $32,458 | $115,225-71.8% | $100,712-67.8% | $138,895-76.6% |
| Participation rate | 30.8% | 74.3%-43.6pp | 69.3%-38.5pp | 79.9%-49.1pp |
| Annual return | 16.87% | 40.35%-23.5pp | 33.27%-16.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $309 | $2,771-88.8% | $2,313-86.6% | $4,194-92.6% |
| Participant deferral / active EE | $1,425 | $4,699-69.7% | $4,085-65.1% | $6,396-77.7% |
| Admin fee / account holder | $2,220 | $10,844-79.5% | $9,256-76.0% | $12,562-82.3% |