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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 | $106,676 | $232,540-54.1% | $185,117-42.4% | $147,586-27.7% |
| Participation rate | 38.1% | 82.4%-44.3pp | 77.3%-39.2pp | 82.8%-44.7pp |
| Annual return | 17.64% | 43.03%-25.4pp | 40.50%-22.9pp | 578.59%-561.0pp |
| Employer contribution / active EE | $104 | $5,195-98.0% | $4,182-97.5% | $4,876-97.9% |
| Participant deferral / active EE | $1,127 | $5,834-80.7% | $5,045-77.7% | $5,439-79.3% |
| Admin fee / account holder | $1,284 | $10,275-87.5% | $8,159-84.3% | $10,886-88.2% |