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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 | $29,817 | $162,812-81.7% | $133,971-77.7% | $158,966-81.2% |
| Participation rate | 38.1% | 83.2%-45.1pp | 79.8%-41.7pp | 82.0%-43.9pp |
| Annual return | 23.18% | 41.94%-18.8pp | 45.09%-21.9pp | 302.95%-279.8pp |
| Employer contribution / active EE | $884 | $4,976-82.2% | $3,919-77.4% | $4,762-81.4% |
| Participant deferral / active EE | $2,257 | $5,910-61.8% | $5,047-55.3% | $5,983-62.3% |
| Admin fee / account holder | $1,821 | $11,741-84.5% | $8,929-79.6% | $11,250-83.8% |