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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 | $81,233-64.4% | $155,567-81.4% | $80,874-64.3% |
| Participation rate | 37.8% | 66.2%-28.4pp | 78.2%-40.4pp | 67.6%-29.8pp |
| Annual return | 10.71% | 33.33%-22.6pp | 64.74%-54.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $335 | $3,101-89.2% | $4,674-92.8% | $2,756-87.8% |
| Participant deferral / active EE | $1,414 | $3,452-59.0% | $5,628-74.9% | $4,297-67.1% |
| Admin fee / account holder | $4,181 | $7,998-47.7% | $15,916-73.7% | $6,935-39.7% |