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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 | $106,524-65.6% | $152,301-76.0% | $87,485-58.1% |
| Participation rate | 29.6% | 75.8%-46.1pp | 82.4%-52.8pp | 68.9%-39.3pp |
| Annual return | 21.42% | 26.89%-5.5pp | 80.50%-59.1pp | 26.06%-4.6pp |
| Employer contribution / active EE | $468 | $3,371-86.1% | $4,624-89.9% | $2,596-82.0% |
| Participant deferral / active EE | $2,692 | $6,525-58.7% | $8,004-66.4% | $4,274-37.0% |
| Admin fee / account holder | $1,749 | $8,287-78.9% | $14,398-87.9% | $7,775-77.5% |