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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 | $26,953 | $81,358-66.9% | $155,556-82.7% | $80,959-66.7% |
| Participation rate | 34.3% | 66.3%-32.0pp | 78.2%-43.9pp | 67.7%-33.4pp |
| Annual return | 12.87% | 33.39%-20.5pp | 64.84%-52.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $305 | $3,106-90.2% | $4,675-93.5% | $2,757-88.9% |
| Participant deferral / active EE | $1,155 | $3,455-66.6% | $5,631-79.5% | $4,300-73.2% |
| Admin fee / account holder | $308 | $7,994-96.1% | $15,885-98.1% | $6,925-95.5% |