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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 | $24,188 | $161,352-85.0% | $134,172-82.0% | $137,256-82.4% |
| Participation rate | 60.0% | 78.3%-18.3pp | 72.5%-12.5pp | 80.0%-20.0pp |
| Annual return | 18.22% | 28.72%-10.5pp | 25.30%-7.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $43 | $4,099-98.9% | $3,420-98.7% | $4,156-99.0% |
| Participant deferral / active EE | $2,841 | $5,552-48.8% | $4,690-39.4% | $6,407-55.7% |
| Admin fee / account holder | $617 | $15,028-95.9% | $12,016-94.9% | $12,270-95.0% |