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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 | $23,937 | $50,554-52.7% | $67,681-64.6% | $87,485-72.6% |
| Participation rate | 33.3% | 67.7%-34.4pp | 73.7%-40.4pp | 68.9%-35.6pp |
| Annual return | 17.62% | 17.81%-0.2pp | 590.58%-573.0pp | 26.06%-8.4pp |
| Employer contribution / active EE | $412 | $1,988-79.3% | $2,678-84.6% | $2,596-84.1% |
| Participant deferral / active EE | $1,370 | $2,961-53.7% | $3,976-65.5% | $4,274-67.9% |
| Admin fee / account holder | $3,373 | $4,132-18.4% | $6,100-44.7% | $7,775-56.6% |