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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 | $23,025 | $84,236-72.7% | $170,435-86.5% | $70,126-67.2% |
| Participation rate | 27.3% | 70.8%-43.6pp | 83.6%-56.3pp | 69.5%-42.3pp |
| Annual return | 15.68% | 23.06%-7.4pp | 205.94%-190.3pp | 73.15%-57.5pp |
| Employer contribution / active EE | $329 | $3,387-90.3% | $5,432-93.9% | $2,343-86.0% |
| Participant deferral / active EE | $906 | $3,086-70.6% | $4,939-81.6% | $3,332-72.8% |
| Admin fee / account holder | $1,086 | $5,698-80.9% | $13,881-92.2% | $4,645-76.6% |