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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 | $18,374 | $48,337-62.0% | $67,560-72.8% | $80,959-77.3% |
| Participation rate | 31.9% | 66.4%-34.5pp | 72.9%-41.0pp | 67.7%-35.8pp |
| Annual return | 17.03% | 18.26%-1.2pp | 3533.50%-3516.5pp | 35.67%-18.6pp |
| Employer contribution / active EE | $205 | $2,023-89.9% | $2,737-92.5% | $2,757-92.6% |
| Participant deferral / active EE | $916 | $2,928-68.7% | $4,004-77.1% | $4,300-78.7% |
| Admin fee / account holder | $4,093 | $3,695+10.8% | $3,994+2.5% | $6,925-40.9% |