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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 | $26,934 | $126,661-78.7% | $113,397-76.2% | $138,895-80.6% |
| Participation rate | 53.8% | 79.4%-25.6pp | 76.5%-22.7pp | 79.9%-26.1pp |
| Annual return | 14.97% | 25.05%-10.1pp | 23.20%-8.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $464 | $3,456-86.6% | $2,977-84.4% | $4,194-88.9% |
| Participant deferral / active EE | $2,079 | $5,693-63.5% | $5,076-59.0% | $6,396-67.5% |
| Admin fee / account holder | $3,691 | $14,549-74.6% | $11,957-69.1% | $12,562-70.6% |