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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 | $17,636 | $55,713-68.3% | $75,894-76.8% | $72,983-75.8% |
| Participation rate | 48.9% | 61.1%-12.2pp | 69.3%-20.4pp | 69.5%-20.6pp |
| Annual return | 18.52% | 27.60%-9.1pp | 30.76%-12.2pp | 81.01%-62.5pp |
| Employer contribution / active EE | $154 | $1,687-90.9% | $2,501-93.9% | $2,440-93.7% |
| Participant deferral / active EE | $2,340 | $2,634-11.2% | $3,603-35.1% | $3,608-35.1% |
| Admin fee / account holder | $3,064 | $3,980-23.0% | $5,420-43.5% | $5,124-40.2% |