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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 | $69,375 | $93,055-25.4% | $153,741-54.9% | $80,959-14.3% |
| Participation rate | 31.0% | 69.0%-38.0pp | 77.1%-46.1pp | 67.7%-36.7pp |
| Annual return | 13.16% | 19.97%-6.8pp | 15.71%-2.6pp | 35.67%-22.5pp |
| Employer contribution / active EE | $381 | $3,504-89.1% | $5,042-92.4% | $2,757-86.2% |
| Participant deferral / active EE | $1,850 | $5,172-64.2% | $6,757-72.6% | $4,300-57.0% |
| Admin fee / account holder | $1,421 | $8,881-84.0% | $12,749-88.9% | $6,925-79.5% |