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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 | $86,919-65.3% | $102,457-70.6% | $80,911-62.8% |
| Participation rate | 21.6% | 72.4%-50.8pp | 76.5%-54.9pp | 67.6%-46.0pp |
| Annual return | 15.02% | 18.90%-3.9pp | 29.41%-14.4pp | 35.63%-20.6pp |
| Employer contribution / active EE | $607 | $2,368-74.4% | $3,022-79.9% | $2,756-78.0% |
| Participant deferral / active EE | $2,351 | $4,119-42.9% | $5,054-53.5% | $4,297-45.3% |
| Admin fee / account holder | $1,183 | $8,049-85.3% | $9,451-87.5% | $6,935-82.9% |