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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 | $36,621 | $106,749-65.7% | $145,433-74.8% | $82,448-55.6% |
| Participation rate | 29.6% | 75.6%-46.0pp | 82.1%-52.5pp | 68.1%-38.4pp |
| Annual return | 21.42% | 27.59%-6.2pp | 66.58%-45.2pp | 41.64%-20.2pp |
| Employer contribution / active EE | $468 | $3,444-86.4% | $4,554-89.7% | $2,551-81.7% |
| Participant deferral / active EE | $2,692 | $6,519-58.7% | $7,897-65.9% | $4,139-35.0% |
| Admin fee / account holder | $1,749 | $8,390-79.2% | $13,129-86.7% | $7,234-75.8% |