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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 | $41,114 | $76,312-46.1% | $67,221-38.8% | $158,966-74.1% |
| Participation rate | 44.4% | 84.3%-39.9pp | 79.4%-34.9pp | 82.0%-37.5pp |
| Annual return | 17.51% | 22.77%-5.3pp | 20.72%-3.2pp | 302.95%-285.4pp |
| Employer contribution / active EE | $1,199 | $4,476-73.2% | $3,723-67.8% | $4,762-74.8% |
| Participant deferral / active EE | $1,376 | $5,264-73.9% | $4,384-68.6% | $5,983-77.0% |
| Admin fee / account holder | $3,909 | $8,005-51.2% | $5,844-33.1% | $11,250-65.3% |