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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 | $28,887 | $80,855-64.3% | $153,416-81.2% | $86,983-66.8% |
| Participation rate | 22.1% | 64.1%-42.1pp | 74.3%-52.3pp | 69.5%-47.5pp |
| Annual return | 17.17% | 16.18%+1.0pp | 17.84%-0.7pp | 25.83%-8.7pp |
| Employer contribution / active EE | $320 | $2,308-86.2% | $3,764-91.5% | $2,584-87.6% |
| Participant deferral / active EE | $1,433 | $3,333-57.0% | $4,723-69.7% | $4,194-65.8% |
| Admin fee / account holder | $2,178 | $6,908-68.5% | $13,095-83.4% | $7,856-72.3% |