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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 | $25,929 | $40,275-35.6% | $57,356-54.8% | $59,633-56.5% |
| Participation rate | 53.5% | 69.1%-15.7pp | 75.1%-21.6pp | 68.7%-15.2pp |
| Annual return | 3.66% | 27.52%-23.9pp | 24.41%-20.8pp | 2041.45%-2037.8pp |
| Employer contribution / active EE | $203 | $1,921-89.4% | $2,689-92.4% | $2,203-90.8% |
| Participant deferral / active EE | $2,743 | $2,400+14.3% | $3,162-13.3% | $3,192-14.1% |
| Admin fee / account holder | $2,034 | $2,820-27.9% | $3,357-39.4% | $4,297-52.7% |