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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 | $25,240 | $57,065-55.8% | $75,670-66.6% | $70,131-64.0% |
| Participation rate | 37.0% | 68.1%-31.1pp | 72.3%-35.3pp | 69.5%-32.5pp |
| Annual return | 19.56% | 23.57%-4.0pp | 27.34%-7.8pp | 73.14%-53.6pp |
| Employer contribution / active EE | $246 | $1,817-86.4% | $2,352-89.5% | $2,342-89.5% |
| Participant deferral / active EE | $2,308 | $2,580-10.5% | $3,142-26.6% | $3,332-30.7% |
| Admin fee / account holder | $6,173 | $3,825+61.4% | $5,800+6.4% | $4,645+32.9% |