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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 | $27,351 | $77,638-64.8% | $156,551-82.5% | $62,881-56.5% |
| Participation rate | 59.1% | 71.2%-12.1pp | 84.0%-24.9pp | 69.3%-10.2pp |
| Annual return | 6.18% | 50.33%-44.1pp | 32.23%-26.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $297 | $3,444-91.4% | $5,501-94.6% | $2,281-87.0% |
| Participant deferral / active EE | $1,571 | $3,046-48.4% | $4,871-67.8% | $3,203-51.0% |
| Admin fee / account holder | $367 | $5,561-93.4% | $13,028-97.2% | $4,296-91.5% |