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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 | $34,249 | $76,407-55.2% | $150,298-77.2% | $82,448-58.5% |
| Participation rate | 13.4% | 66.4%-53.0pp | 77.8%-64.3pp | 68.1%-54.6pp |
| Annual return | 22.71% | 39.99%-17.3pp | 62.79%-40.1pp | 41.64%-18.9pp |
| Employer contribution / active EE | $163 | $2,614-93.8% | $4,154-96.1% | $2,551-93.6% |
| Participant deferral / active EE | $1,352 | $3,214-57.9% | $5,453-75.2% | $4,139-67.3% |
| Admin fee / account holder | $834 | $6,352-86.9% | $14,116-94.1% | $7,234-88.5% |