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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 | $30,082 | $83,369-63.9% | $105,223-71.4% | $67,986-55.8% |
| Participation rate | 17.8% | 56.3%-38.5pp | 75.0%-57.2pp | 57.2%-39.4pp |
| Annual return | 27.47% | 24.64%+2.8pp | 180.65%-153.2pp | 31.67%-4.2pp |
| Employer contribution / active EE | $554 | $2,541-78.2% | $3,689-85.0% | $2,019-72.6% |
| Participant deferral / active EE | $1,529 | $3,295-53.6% | $5,072-69.9% | $3,358-54.5% |
| Admin fee / account holder | $456 | $4,073-88.8% | $8,859-94.8% | $3,203-85.8% |