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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 | $27,076 | $54,757-50.6% | $90,300-70.0% | $72,983-62.9% |
| Participation rate | 32.0% | 65.1%-33.1pp | 73.3%-41.3pp | 69.5%-37.5pp |
| Annual return | 22.45% | 30.63%-8.2pp | 78.11%-55.7pp | 81.01%-58.6pp |
| Employer contribution / active EE | $115 | $2,092-94.5% | $2,854-96.0% | $2,440-95.3% |
| Participant deferral / active EE | $895 | $2,887-69.0% | $3,884-77.0% | $3,608-75.2% |
| Admin fee / account holder | $322 | $3,972-91.9% | $5,353-94.0% | $5,124-93.7% |