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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 | $24,334 | $46,877-48.1% | $122,354-80.1% | $70,126-65.3% |
| Participation rate | 39.3% | 58.2%-18.9pp | 71.6%-32.4pp | 69.5%-30.3pp |
| Annual return | 16.64% | 24.22%-7.6pp | 30.28%-13.6pp | 73.15%-56.5pp |
| Employer contribution / active EE | $203 | $1,288-84.3% | $4,051-95.0% | $2,343-91.3% |
| Participant deferral / active EE | $1,152 | $2,167-46.9% | $3,287-65.0% | $3,332-65.4% |
| Admin fee / account holder | $3,430 | $3,324+3.2% | $5,479-37.4% | $4,645-26.2% |