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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 | $32,229 | $47,944-32.8% | $67,834-52.5% | $62,881-48.7% |
| Participation rate | 23.9% | 61.1%-37.2pp | 68.8%-44.9pp | 69.3%-45.4pp |
| Annual return | 6.49% | 11.77%-5.3pp | 138.47%-132.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $242 | $1,562-84.5% | $2,403-89.9% | $2,281-89.4% |
| Participant deferral / active EE | $819 | $2,247-63.5% | $3,160-74.1% | $3,203-74.4% |
| Admin fee / account holder | $2,740 | $3,712-26.2% | $4,622-40.7% | $4,296-36.2% |