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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 | $28,708 | $81,358-64.7% | $155,556-81.5% | $80,959-64.5% |
| Participation rate | 10.3% | 66.3%-55.9pp | 78.2%-67.9pp | 67.7%-57.3pp |
| Annual return | 10.90% | 33.39%-22.5pp | 64.84%-53.9pp | 35.67%-24.8pp |
| Employer contribution / active EE | $377 | $3,106-87.9% | $4,675-91.9% | $2,757-86.3% |
| Participant deferral / active EE | $1,465 | $3,455-57.6% | $5,631-74.0% | $4,300-65.9% |
| Admin fee / account holder | $3,602 | $7,994-54.9% | $15,885-77.3% | $6,925-48.0% |