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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 | $37,907 | $211,105-82.0% | $178,449-78.8% | $145,978-74.0% |
| Participation rate | 21.1% | 80.8%-59.7pp | 77.1%-56.0pp | 80.3%-59.2pp |
| Annual return | 13.71% | 30.19%-16.5pp | 27.09%-13.4pp | 550.52%-536.8pp |
| Employer contribution / active EE | $386 | $4,569-91.5% | $3,951-90.2% | $4,662-91.7% |
| Participant deferral / active EE | $2,160 | $6,959-69.0% | $6,277-65.6% | $6,690-67.7% |
| Admin fee / account holder | $3,943 | $12,017-67.2% | $10,362-61.9% | $13,400-70.6% |