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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 | $69,590-58.1% | $136,867-78.7% | $94,015-69.0% |
| Participation rate | 46.8% | 66.3%-19.5pp | 74.5%-27.8pp | 70.8%-24.0pp |
| Annual return | 17.54% | 19.62%-2.1pp | 42.97%-25.4pp | 17.84%-0.3pp |
| Employer contribution / active EE | $161 | $2,396-93.3% | $3,547-95.5% | $2,790-94.2% |
| Participant deferral / active EE | $1,183 | $3,437-65.6% | $4,924-76.0% | $4,249-72.2% |
| Admin fee / account holder | $644 | $8,912-92.8% | $10,340-93.8% | $8,951-92.8% |