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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 | $30,132 | $86,940-65.3% | $102,434-70.6% | $80,935-62.8% |
| Participation rate | 21.6% | 72.4%-50.8pp | 76.5%-54.9pp | 67.7%-46.0pp |
| Annual return | 15.02% | 18.89%-3.9pp | 29.46%-14.4pp | 35.66%-20.6pp |
| Employer contribution / active EE | $607 | $2,370-74.4% | $3,023-79.9% | $2,757-78.0% |
| Participant deferral / active EE | $2,351 | $4,121-43.0% | $5,055-53.5% | $4,299-45.3% |
| Admin fee / account holder | $1,183 | $8,047-85.3% | $9,462-87.5% | $6,924-82.9% |