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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 | $30,767 | $106,749-71.2% | $145,433-78.8% | $82,448-62.7% |
| Participation rate | 60.7% | 75.6%-14.9pp | 82.1%-21.4pp | 68.1%-7.4pp |
| Annual return | 17.55% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $107 | $3,444-96.9% | $4,554-97.7% | $2,551-95.8% |
| Participant deferral / active EE | $2,724 | $6,519-58.2% | $7,897-65.5% | $4,139-34.2% |
| Admin fee / account holder | $583 | $8,390-93.1% | $13,129-95.6% | $7,234-91.9% |