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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 | $35,504 | $81,331-56.3% | $155,534-77.2% | $80,935-56.1% |
| Participation rate | 13.0% | 66.3%-53.3pp | 78.2%-65.3pp | 67.7%-54.7pp |
| Annual return | 18.82% | 33.37%-14.6pp | 64.92%-46.1pp | 35.66%-16.8pp |
| Employer contribution / active EE | $369 | $3,105-88.1% | $4,675-92.1% | $2,757-86.6% |
| Participant deferral / active EE | $1,172 | $3,454-66.1% | $5,630-79.2% | $4,299-72.8% |
| Admin fee / account holder | $846 | $7,999-89.4% | $15,900-94.7% | $6,924-87.8% |