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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 | $23,708 | $106,749-77.8% | $145,433-83.7% | $82,448-71.2% |
| Participation rate | 46.9% | 75.6%-28.7pp | 82.1%-35.2pp | 68.1%-21.1pp |
| Annual return | 16.33% | 27.59%-11.3pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $582 | $3,444-83.1% | $4,554-87.2% | $2,551-77.2% |
| Participant deferral / active EE | $2,508 | $6,519-61.5% | $7,897-68.2% | $4,139-39.4% |
| Admin fee / account holder | $4,455 | $8,390-46.9% | $13,129-66.1% | $7,234-38.4% |