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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 | $36,105 | $54,763-34.1% | $90,324-60.0% | $72,976-50.5% |
| Participation rate | 32.7% | 65.2%-32.5pp | 73.3%-40.6pp | 69.5%-36.8pp |
| Annual return | 18.80% | 30.63%-11.8pp | 78.15%-59.4pp | 81.02%-62.2pp |
| Employer contribution / active EE | $158 | $2,093-92.4% | $2,856-94.5% | $2,440-93.5% |
| Participant deferral / active EE | $1,769 | $2,887-38.7% | $3,885-54.5% | $3,608-51.0% |
| Admin fee / account holder | $1,069 | $3,973-73.1% | $5,356-80.0% | $5,124-79.1% |