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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 | $31,681 | $55,930-43.4% | $76,089-58.4% | $80,925-60.9% |
| Participation rate | 34.1% | 62.1%-27.9pp | 69.1%-34.9pp | 67.7%-33.5pp |
| Annual return | 10.52% | 20.58%-10.1pp | 360.94%-350.4pp | 35.65%-25.1pp |
| Employer contribution / active EE | $121 | $1,866-93.5% | $2,690-95.5% | $2,756-95.6% |
| Participant deferral / active EE | $2,135 | $3,051-30.0% | $4,259-49.9% | $4,299-50.3% |
| Admin fee / account holder | $7,514 | $5,241+43.4% | $6,418+17.1% | $6,940+8.3% |