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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 | $29,025 | $51,604-43.8% | $129,295-77.6% | $80,874-64.1% |
| Participation rate | 30.7% | 57.0%-26.3pp | 69.6%-38.9pp | 67.6%-37.0pp |
| Annual return | 15.44% | 20.76%-5.3pp | 9429.28%-9413.8pp | 35.62%-20.2pp |
| Employer contribution / active EE | $145 | $1,585-90.9% | $4,157-96.5% | $2,756-94.8% |
| Participant deferral / active EE | $1,228 | $2,670-54.0% | $4,169-70.6% | $4,297-71.4% |
| Admin fee / account holder | $2,217 | $4,310-48.6% | $7,665-71.1% | $6,935-68.0% |