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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 | $29,135 | $51,638-43.6% | $68,368-57.4% | $82,448-64.7% |
| Participation rate | 46.8% | 63.6%-16.8pp | 73.8%-27.0pp | 68.1%-21.3pp |
| Annual return | 17.54% | 37.53%-20.0pp | 292.57%-275.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $161 | $2,047-92.1% | $2,649-93.9% | $2,551-93.7% |
| Participant deferral / active EE | $1,183 | $2,914-59.4% | $4,123-71.3% | $4,139-71.4% |
| Admin fee / account holder | $644 | $4,643-86.1% | $5,150-87.5% | $7,234-91.1% |