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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 | $81,276-64.4% | $155,574-81.4% | $80,925-64.3% |
| Participation rate | 37.8% | 66.2%-28.4pp | 78.2%-40.4pp | 67.7%-29.9pp |
| Annual return | 10.71% | 33.36%-22.6pp | 64.87%-54.2pp | 35.65%-24.9pp |
| Employer contribution / active EE | $335 | $3,103-89.2% | $4,676-92.8% | $2,756-87.8% |
| Participant deferral / active EE | $1,414 | $3,453-59.1% | $5,629-74.9% | $4,299-67.1% |
| Admin fee / account holder | $4,181 | $7,993-47.7% | $15,914-73.7% | $6,940-39.8% |