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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 | $39,154 | $105,284-62.8% | $150,734-74.0% | $94,015-58.4% |
| Participation rate | 29.0% | 71.7%-42.7pp | 78.4%-49.4pp | 70.8%-41.8pp |
| Annual return | 17.41% | 15.67%+1.7pp | 600.81%-583.4pp | 17.84%-0.4pp |
| Employer contribution / active EE | $909 | $3,599-74.7% | $4,918-81.5% | $2,790-67.4% |
| Participant deferral / active EE | $2,823 | $4,274-33.9% | $5,610-49.7% | $4,249-33.6% |
| Admin fee / account holder | $7,597 | $9,839-22.8% | $14,905-49.0% | $8,951-15.1% |