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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 | $31,109 | $46,464-33.0% | $150,298-79.3% | $79,634-60.9% |
| Participation rate | 20.8% | 57.0%-36.2pp | 77.8%-57.0pp | 62.5%-41.7pp |
| Annual return | 16.07% | 27.89%-11.8pp | 62.79%-46.7pp | 36.46%-20.4pp |
| Employer contribution / active EE | $180 | $1,512-88.1% | $4,154-95.7% | $2,529-92.9% |
| Participant deferral / active EE | $704 | $2,157-67.4% | $5,453-87.1% | $3,835-81.6% |
| Admin fee / account holder | $3,957 | $891+344.3% | $14,116-72.0% | $1,002+294.9% |