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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 | $17,324 | $45,343-61.8% | $150,298-88.5% | $67,986-74.5% |
| Participation rate | 40.0% | 51.9%-11.9pp | 77.8%-37.8pp | 57.2%-17.2pp |
| Annual return | 17.80% | 33.28%-15.5pp | 62.79%-45.0pp | 31.67%-13.9pp |
| Employer contribution / active EE | $169 | $1,462-88.4% | $4,154-95.9% | $2,019-91.6% |
| Participant deferral / active EE | $1,588 | $2,055-22.7% | $5,453-70.9% | $3,358-52.7% |
| Admin fee / account holder | $3,987 | $2,250+77.2% | $14,116-71.8% | $3,203+24.5% |