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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 | $21,157 | $49,239-57.0% | $70,462-70.0% | $79,858-73.5% |
| Participation rate | 56.0% | 69.2%-13.2pp | 75.1%-19.1pp | 69.6%-13.6pp |
| Annual return | 7.57% | 30.08%-22.5pp | 109.08%-101.5pp | 31.72%-24.2pp |
| Employer contribution / active EE | $377 | $2,100-82.0% | $2,737-86.2% | $2,471-84.7% |
| Participant deferral / active EE | $1,607 | $2,769-42.0% | $3,710-56.7% | $3,740-57.0% |
| Admin fee / account holder | $942 | $2,876-67.3% | $3,845-75.5% | $5,306-82.3% |