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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 | $34,913 | $81,358-57.1% | $155,556-77.6% | $80,959-56.9% |
| Participation rate | 40.0% | 66.3%-26.3pp | 78.2%-38.2pp | 67.7%-27.7pp |
| Annual return | 12.72% | 33.39%-20.7pp | 64.84%-52.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $177 | $3,106-94.3% | $4,675-96.2% | $2,757-93.6% |
| Participant deferral / active EE | $1,300 | $3,455-62.4% | $5,631-76.9% | $4,300-69.8% |
| Admin fee / account holder | $4,956 | $7,994-38.0% | $15,885-68.8% | $6,925-28.4% |