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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 | $56,503 | $72,471-22.0% | $94,215-40.0% | $86,983-35.0% |
| Participation rate | 20.0% | 63.9%-43.9pp | 70.0%-50.0pp | 69.5%-49.5pp |
| Annual return | 19.14% | 26.44%-7.3pp | 28.22%-9.1pp | 25.83%-6.7pp |
| Employer contribution / active EE | $372 | $1,936-80.8% | $2,675-86.1% | $2,584-85.6% |
| Participant deferral / active EE | $1,396 | $3,397-58.9% | $4,276-67.3% | $4,194-66.7% |
| Admin fee / account holder | $919 | $6,468-85.8% | $10,216-91.0% | $7,856-88.3% |