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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 | $57,017 | $73,978-22.9% | $96,515-40.9% | $75,173-24.2% |
| Participation rate | 15.8% | 66.4%-50.6pp | 74.3%-58.6pp | 67.2%-51.4pp |
| Annual return | 20.92% | 26.72%-5.8pp | 35.73%-14.8pp | 160.72%-139.8pp |
| Employer contribution / active EE | $534 | $2,931-81.8% | $3,740-85.7% | $2,671-80.0% |
| Participant deferral / active EE | $1,987 | $3,660-45.7% | $4,880-59.3% | $4,126-51.8% |
| Admin fee / account holder | $348 | $5,219-93.3% | $6,735-94.8% | $5,651-93.8% |