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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 | $34,431 | $54,541-36.9% | $78,778-56.3% | $70,124-50.9% |
| Participation rate | 41.1% | 60.8%-19.7pp | 69.2%-28.1pp | 69.5%-28.5pp |
| Annual return | 13.08% | 21.07%-8.0pp | 35.62%-22.5pp | 73.14%-60.1pp |
| Employer contribution / active EE | $95 | $1,089-91.2% | $1,986-95.2% | $2,342-95.9% |
| Participant deferral / active EE | $1,517 | $2,210-31.4% | $2,958-48.7% | $3,332-54.5% |
| Admin fee / account holder | $2,008 | $3,709-45.8% | $5,134-60.9% | $4,645-56.8% |