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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 | $42,148 | $62,592-32.7% | $85,709-50.8% | $85,847-50.9% |
| Participation rate | 28.2% | 61.1%-32.9pp | 69.9%-41.7pp | 69.3%-41.1pp |
| Annual return | 13.17% | 23.77%-10.6pp | 21.49%-8.3pp | 318.61%-305.4pp |
| Employer contribution / active EE | $239 | $1,755-86.4% | $2,619-90.9% | $2,565-90.7% |
| Participant deferral / active EE | $1,685 | $2,802-39.9% | $3,924-57.0% | $3,952-57.4% |
| Admin fee / account holder | $2,099 | $4,643-54.8% | $6,876-69.5% | $6,261-66.5% |