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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 | $22,427 | $45,082-50.3% | $69,464-67.7% | $72,975-69.3% |
| Participation rate | 30.2% | 68.5%-38.3pp | 74.6%-44.4pp | 69.5%-39.3pp |
| Annual return | 16.16% | 22.66%-6.5pp | 28.98%-12.8pp | 81.01%-64.9pp |
| Employer contribution / active EE | $220 | $2,055-89.3% | $2,779-92.1% | $2,440-91.0% |
| Participant deferral / active EE | $1,448 | $2,604-44.4% | $3,536-59.1% | $3,608-59.9% |
| Admin fee / account holder | $1,757 | $3,057-42.5% | $3,840-54.3% | $5,124-65.7% |