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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 | $40,953 | $77,638-47.3% | $156,551-73.8% | $62,881-34.9% |
| Participation rate | 50.0% | 71.2%-21.2pp | 84.0%-34.0pp | 69.3%-19.3pp |
| Annual return | 6.32% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $190 | $3,444-94.5% | $5,501-96.6% | $2,281-91.7% |
| Participant deferral / active EE | $1,494 | $3,046-50.9% | $4,871-69.3% | $3,203-53.3% |
| Admin fee / account holder | $3,750 | $5,561-32.6% | $13,028-71.2% | $4,296-12.7% |