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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 | $35,439 | $78,670-55.0% | $109,173-67.5% | $85,847-58.7% |
| Participation rate | 46.0% | 68.3%-22.3pp | 75.9%-29.9pp | 69.3%-23.3pp |
| Annual return | 12.08% | 25.09%-13.0pp | 25.75%-13.7pp | 318.61%-306.5pp |
| Employer contribution / active EE | $203 | $2,734-92.6% | $3,723-94.5% | $2,565-92.1% |
| Participant deferral / active EE | $2,126 | $3,467-38.7% | $4,654-54.3% | $3,952-46.2% |
| Admin fee / account holder | $2,937 | $5,469-46.3% | $6,755-56.5% | $6,261-53.1% |