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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 | $35,346 | $106,749-66.9% | $145,433-75.7% | $82,448-57.1% |
| Participation rate | 31.8% | 75.6%-43.8pp | 82.1%-50.3pp | 68.1%-36.2pp |
| Annual return | 23.21% | 27.59%-4.4pp | 66.58%-43.4pp | 41.64%-18.4pp |
| Employer contribution / active EE | $93 | $3,444-97.3% | $4,554-98.0% | $2,551-96.4% |
| Participant deferral / active EE | $2,665 | $6,519-59.1% | $7,897-66.3% | $4,139-35.6% |
| Admin fee / account holder | $436 | $8,390-94.8% | $13,129-96.7% | $7,234-94.0% |