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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 | $31,886 | $89,367-64.3% | $141,191-77.4% | $72,975-56.3% |
| Participation rate | 52.5% | 75.1%-22.7pp | 82.5%-30.0pp | 69.5%-17.0pp |
| Annual return | 23.24% | 111.87%-88.6pp | 71.41%-48.2pp | 81.01%-57.8pp |
| Employer contribution / active EE | $242 | $3,115-92.2% | $4,736-94.9% | $2,440-90.1% |
| Participant deferral / active EE | $3,110 | $5,419-42.6% | $6,710-53.6% | $3,608-13.8% |
| Admin fee / account holder | $2,355 | $5,957-60.5% | $10,264-77.1% | $5,124-54.0% |