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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 | $46,092 | $81,457-43.4% | $103,378-55.4% | $80,911-43.0% |
| Participation rate | 21.6% | 66.8%-45.2pp | 74.5%-52.9pp | 67.6%-46.0pp |
| Annual return | 11.23% | 25.58%-14.3pp | 24.91%-13.7pp | 35.63%-24.4pp |
| Employer contribution / active EE | $556 | $3,107-82.1% | $3,870-85.6% | $2,756-79.8% |
| Participant deferral / active EE | $1,789 | $3,871-53.8% | $5,058-64.6% | $4,297-58.4% |
| Admin fee / account holder | $707 | $6,717-89.5% | $8,401-91.6% | $6,935-89.8% |