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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 | $32,705 | $77,908-58.0% | $149,696-78.2% | $75,173-56.5% |
| Participation rate | 25.6% | 65.6%-39.9pp | 78.8%-53.1pp | 67.2%-41.6pp |
| Annual return | 23.24% | 31.73%-8.5pp | 134.46%-111.2pp | 160.72%-137.5pp |
| Employer contribution / active EE | $364 | $3,138-88.4% | $4,821-92.5% | $2,671-86.4% |
| Participant deferral / active EE | $1,250 | $3,411-63.3% | $5,682-78.0% | $4,126-69.7% |
| Admin fee / account holder | $1,441 | $5,950-75.8% | $13,212-89.1% | $5,651-74.5% |