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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 | $27,482 | $65,322-57.9% | $70,476-61.0% | $73,493-62.6% |
| Participation rate | 31.0% | 77.0%-46.0pp | 75.1%-44.1pp | 70.7%-39.7pp |
| Annual return | 10.40% | 15.71%-5.3pp | 109.12%-98.7pp | 28.51%-18.1pp |
| Employer contribution / active EE | $292 | $2,460-88.1% | $2,738-89.3% | $2,270-87.1% |
| Participant deferral / active EE | $1,552 | $3,375-54.0% | $3,710-58.2% | $3,740-58.5% |
| Admin fee / account holder | $773 | $214+261.1% | $3,847-79.9% | $513+50.6% |