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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 | $34,550 | $48,300-28.5% | $40,145,923-99.9% | $62,881-45.1% |
| Participation rate | 40.0% | 62.0%-22.0pp | 68.4%-28.4pp | 69.3%-29.3pp |
| Annual return | 25.31% | 6.95%+18.4pp | 5.24%+20.1pp | 20.14%+5.2pp |
| Employer contribution / active EE | $74 | $1,333-94.5% | $1,844-96.0% | $2,281-96.8% |
| Participant deferral / active EE | $798 | $2,388-66.6% | $2,591-69.2% | $3,203-75.1% |
| Admin fee / account holder | $404 | $2,919-86.1% | $2,903-86.1% | $4,296-90.6% |