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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 | $24,544 | $77,814-68.5% | $158,223-84.5% | $86,983-71.8% |
| Participation rate | 28.1% | 68.4%-40.3pp | 79.2%-51.1pp | 69.5%-41.5pp |
| Annual return | 19.17% | 30.54%-11.4pp | 52.09%-32.9pp | 25.83%-6.7pp |
| Employer contribution / active EE | $86 | $2,592-96.7% | $4,109-97.9% | $2,584-96.7% |
| Participant deferral / active EE | $1,892 | $3,270-42.1% | $5,467-65.4% | $4,194-54.9% |
| Admin fee / account holder | $308 | $5,879-94.8% | $16,047-98.1% | $7,856-96.1% |