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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 | $28,894 | $81,358-64.5% | $155,556-81.4% | $80,959-64.3% |
| Participation rate | 37.8% | 66.3%-28.5pp | 78.2%-40.4pp | 67.7%-29.9pp |
| Annual return | 10.71% | 33.39%-22.7pp | 64.84%-54.1pp | 35.67%-25.0pp |
| Employer contribution / active EE | $335 | $3,106-89.2% | $4,675-92.8% | $2,757-87.8% |
| Participant deferral / active EE | $1,414 | $3,455-59.1% | $5,631-74.9% | $4,300-67.1% |
| Admin fee / account holder | $4,181 | $7,994-47.7% | $15,885-73.7% | $6,925-39.6% |