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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 | $26,289 | $88,583-70.3% | $88,497-70.3% | $273,972-90.4% |
| Participation rate | 43.5% | 83.5%-40.0pp | 82.4%-38.9pp | 83.0%-39.5pp |
| Annual return | 8.91% | 5.68%+3.2pp | 7.63%+1.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $688 | $4,502-84.7% | $4,036-83.0% | $4,869-85.9% |
| Participant deferral / active EE | $3,340 | $4,891-31.7% | $4,899-31.8% | $5,287-36.8% |
| Admin fee / account holder | $2,671 | $8,980-70.3% | $6,220-57.1% | $10,133-73.6% |