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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 | $36,863 | $56,438-34.7% | $76,902-52.1% | $71,529-48.5% |
| Participation rate | 27.7% | 64.3%-36.6pp | 69.6%-41.9pp | 67.9%-40.2pp |
| Annual return | 14.54% | 19.05%-4.5pp | 37.91%-23.4pp | 28.97%-14.4pp |
| Employer contribution / active EE | $364 | $1,864-80.4% | $2,534-85.6% | $2,590-85.9% |
| Participant deferral / active EE | $1,336 | $3,136-57.4% | $3,833-65.2% | $4,291-68.9% |
| Admin fee / account holder | $2,019 | $1,430+41.2% | $5,479-63.1% | $1,588+27.1% |