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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 | $94,924 | $176,794-46.3% | $146,647-35.3% | $167,553-43.3% |
| Participation rate | 37.5% | 83.6%-46.1pp | 80.1%-42.6pp | 82.1%-44.6pp |
| Annual return | 17.82% | 24.04%-6.2pp | 22.75%-4.9pp | 478.89%-461.1pp |
| Employer contribution / active EE | $807 | $5,161-84.4% | $4,137-80.5% | $4,840-83.3% |
| Participant deferral / active EE | $2,507 | $6,440-61.1% | $5,506-54.5% | $6,343-60.5% |
| Admin fee / account holder | $2,106 | $13,262-84.1% | $10,281-79.5% | $12,316-82.9% |