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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 | $28,114 | $75,541-62.8% | $152,093-81.5% | $82,637-66.0% |
| Participation rate | 40.0% | 66.5%-26.5pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 17.53% | 32.56%-15.0pp | 66.36%-48.8pp | 53.51%-36.0pp |
| Employer contribution / active EE | $312 | $2,622-88.1% | $4,175-92.5% | $2,552-87.8% |
| Participant deferral / active EE | $1,248 | $3,206-61.1% | $5,451-77.1% | $4,126-69.8% |
| Admin fee / account holder | $1,969 | $6,405-69.3% | $14,497-86.4% | $7,339-73.2% |