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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 | $24,417 | $106,864-77.2% | $147,318-83.4% | $82,637-70.5% |
| Participation rate | 42.1% | 75.5%-33.4pp | 82.1%-40.0pp | 68.1%-25.9pp |
| Annual return | 21.42% | 27.49%-6.1pp | 70.43%-49.0pp | 53.51%-32.1pp |
| Employer contribution / active EE | $453 | $3,417-86.7% | $4,593-90.1% | $2,552-82.2% |
| Participant deferral / active EE | $2,541 | $6,496-60.9% | $7,906-67.9% | $4,126-38.4% |
| Admin fee / account holder | $1,271 | $8,415-84.9% | $13,708-90.7% | $7,339-82.7% |