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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 | $61,417 | $110,307-44.3% | $96,576-36.4% | $139,456-56.0% |
| Participation rate | 38.5% | 78.1%-39.7pp | 76.0%-37.5pp | 80.3%-41.9pp |
| Annual return | 20.91% | 26.40%-5.5pp | 25.87%-5.0pp | 373.45%-352.5pp |
| Employer contribution / active EE | $379 | $3,619-89.5% | $2,965-87.2% | $4,753-92.0% |
| Participant deferral / active EE | $2,076 | $5,547-62.6% | $4,851-57.2% | $6,711-69.1% |
| Admin fee / account holder | $2,311 | $11,597-80.1% | $8,253-72.0% | $11,407-79.7% |