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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 | $43,065 | $89,259-51.8% | $107,187-59.8% | $82,637-47.9% |
| Participation rate | 27.9% | 67.9%-40.0pp | 75.0%-47.1pp | 68.1%-40.1pp |
| Annual return | 15.65% | 21.02%-5.4pp | 204.55%-188.9pp | 53.51%-37.9pp |
| Employer contribution / active EE | $683 | $3,080-77.8% | $3,782-81.9% | $2,552-73.2% |
| Participant deferral / active EE | $1,716 | $4,037-57.5% | $5,096-66.3% | $4,126-58.4% |
| Admin fee / account holder | $346 | $7,381-95.3% | $9,162-96.2% | $7,339-95.3% |