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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 | $25,533 | $81,487-68.7% | $102,412-75.1% | $80,935-68.5% |
| Participation rate | 23.1% | 66.8%-43.8pp | 74.5%-51.4pp | 67.7%-44.6pp |
| Annual return | 10.73% | 25.60%-14.9pp | 24.94%-14.2pp | 35.66%-24.9pp |
| Employer contribution / active EE | $762 | $3,103-75.4% | $3,870-80.3% | $2,757-72.3% |
| Participant deferral / active EE | $2,384 | $3,871-38.4% | $5,060-52.9% | $4,299-44.5% |
| Admin fee / account holder | $2,698 | $6,717-59.8% | $8,388-67.8% | $6,924-61.0% |