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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 | $43,886 | $110,410-60.3% | $102,437-57.2% | $145,897-69.9% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 12.60% | 24.85%-12.3pp | 24.95%-12.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $721 | $4,217-82.9% | $3,871-81.4% | $4,663-84.5% |
| Participant deferral / active EE | $3,324 | $5,622-40.9% | $5,060-34.3% | $6,689-50.3% |
| Admin fee / account holder | $1,082 | $9,745-88.9% | $8,388-87.1% | $13,390-91.9% |