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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 | $24,609 | $51,207-51.9% | $70,565-65.1% | $75,177-67.3% |
| Participation rate | 38.1% | 61.0%-22.9pp | 68.4%-30.3pp | 67.2%-29.1pp |
| Annual return | 15.60% | 30.05%-14.5pp | 32.79%-17.2pp | 160.75%-145.2pp |
| Employer contribution / active EE | $145 | $1,826-92.1% | $2,976-95.1% | $2,671-94.6% |
| Participant deferral / active EE | $2,177 | $2,850-23.6% | $4,568-52.4% | $4,126-47.2% |
| Admin fee / account holder | $2,095 | $4,097-48.9% | $6,430-67.4% | $5,651-62.9% |