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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 | $30,907 | $83,485-63.0% | $125,195-75.3% | $72,976-57.6% |
| Participation rate | 59.4% | 73.3%-13.9pp | 79.8%-20.4pp | 69.5%-10.1pp |
| Annual return | 18.44% | 25.77%-7.3pp | 43.79%-25.4pp | 81.02%-62.6pp |
| Employer contribution / active EE | $293 | $2,346-87.5% | $3,866-92.4% | $2,440-88.0% |
| Participant deferral / active EE | $1,874 | $3,586-47.7% | $4,937-62.0% | $3,608-48.0% |
| Admin fee / account holder | $4,200 | $5,518-23.9% | $9,704-56.7% | $5,124-18.0% |