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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 | $38,762 | $83,369-53.5% | $105,223-63.2% | $67,986-43.0% |
| Participation rate | 27.9% | 56.3%-28.4pp | 75.0%-47.2pp | 57.2%-29.3pp |
| Annual return | 15.26% | 24.64%-9.4pp | 180.65%-165.4pp | 31.67%-16.4pp |
| Employer contribution / active EE | $562 | $2,541-77.9% | $3,689-84.8% | $2,019-72.2% |
| Participant deferral / active EE | $2,046 | $3,295-37.9% | $5,072-59.7% | $3,358-39.1% |
| Admin fee / account holder | $2,610 | $4,073-35.9% | $8,859-70.5% | $3,203-18.5% |