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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 | $40,594 | $81,208-50.0% | $98,920-59.0% | $79,856-49.2% |
| Participation rate | 60.0% | 72.5%-12.5pp | 76.0%-16.0pp | 69.6%-9.6pp |
| Annual return | 11.82% | 60.99%-49.2pp | 196.47%-184.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $288 | $1,960-85.3% | $2,689-89.3% | $2,471-88.3% |
| Participant deferral / active EE | $2,381 | $3,265-27.1% | $4,245-43.9% | $3,741-36.3% |
| Admin fee / account holder | $2,826 | $6,013-53.0% | $6,643-57.5% | $5,306-46.7% |