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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 | $27,370 | $71,809-61.9% | $61,048-55.2% | $152,885-82.1% |
| Participation rate | 52.9% | 84.2%-31.2pp | 79.3%-26.4pp | 82.5%-29.5pp |
| Annual return | 24.42% | 29.74%-5.3pp | 26.18%-1.8pp | 345.39%-321.0pp |
| Employer contribution / active EE | $965 | $4,545-78.8% | $3,716-74.0% | $4,763-79.7% |
| Participant deferral / active EE | $1,760 | $5,467-67.8% | $4,470-60.6% | $5,851-69.9% |
| Admin fee / account holder | $730 | $4,750-84.6% | $3,728-80.4% | $11,598-93.7% |