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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 | $44,204 | $81,487-45.8% | $102,412-56.8% | $80,935-45.4% |
| Participation rate | 28.6% | 66.8%-38.3pp | 74.5%-45.9pp | 67.7%-39.1pp |
| Annual return | 15.47% | 25.60%-10.1pp | 24.94%-9.5pp | 35.66%-20.2pp |
| Employer contribution / active EE | $208 | $3,103-93.3% | $3,870-94.6% | $2,757-92.5% |
| Participant deferral / active EE | $1,597 | $3,871-58.7% | $5,060-68.4% | $4,299-62.9% |
| Admin fee / account holder | $411 | $6,717-93.9% | $8,388-95.1% | $6,924-94.1% |