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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 | $19,304 | $76,407-74.7% | $150,298-87.2% | $82,448-76.6% |
| Participation rate | 19.4% | 66.4%-47.0pp | 77.8%-58.4pp | 68.1%-48.7pp |
| Annual return | 17.69% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $293 | $2,614-88.8% | $4,154-92.9% | $2,551-88.5% |
| Participant deferral / active EE | $1,063 | $3,214-66.9% | $5,453-80.5% | $4,139-74.3% |
| Admin fee / account holder | $549 | $6,352-91.4% | $14,116-96.1% | $7,234-92.4% |