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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 | $28,535 | $71,197-59.9% | $93,669-69.5% | $80,925-64.7% |
| Participation rate | 35.5% | 60.4%-24.9pp | 68.7%-33.2pp | 67.7%-32.1pp |
| Annual return | 23.79% | 11.27%+12.5pp | 133.59%-109.8pp | 35.65%-11.9pp |
| Employer contribution / active EE | $258 | $1,565-83.5% | $2,424-89.4% | $2,756-90.7% |
| Participant deferral / active EE | $1,648 | $4,036-59.2% | $4,416-62.7% | $4,299-61.7% |
| Admin fee / account holder | $3,036 | $6,959-56.4% | $8,291-63.4% | $6,940-56.3% |