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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 | $42,428 | $181,896-76.7% | $156,551-72.9% | $273,972-84.5% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 8.90% | 30.74%-21.8pp | 32.23%-23.3pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,018 | $6,248-83.7% | $5,501-81.5% | $4,869-79.1% |
| Participant deferral / active EE | $2,822 | $5,550-49.1% | $4,871-42.1% | $5,287-46.6% |
| Admin fee / account holder | $2,135 | $15,560-86.3% | $13,028-83.6% | $10,133-78.9% |