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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 | $37,823 | $76,551-50.6% | $123,894-69.5% | $62,881-39.9% |
| Participation rate | 36.6% | 73.0%-36.4pp | 81.4%-44.8pp | 69.3%-32.7pp |
| Annual return | 9.33% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $294 | $2,882-89.8% | $4,617-93.6% | $2,281-87.1% |
| Participant deferral / active EE | $2,272 | $4,840-53.1% | $5,984-62.0% | $3,203-29.1% |
| Admin fee / account holder | $2,409 | $4,826-50.1% | $8,357-71.2% | $4,296-43.9% |