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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 | $37,513 | $58,627-36.0% | $76,735-51.1% | $82,448-54.5% |
| Participation rate | 42.6% | 63.2%-20.7pp | 69.5%-26.9pp | 68.1%-25.5pp |
| Annual return | 16.60% | 39.10%-22.5pp | 29.77%-13.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $90 | $1,729-94.8% | $2,454-96.3% | $2,551-96.5% |
| Participant deferral / active EE | $2,013 | $3,134-35.7% | $4,088-50.7% | $4,139-51.4% |
| Admin fee / account holder | $2,143 | $5,323-59.7% | $7,189-70.2% | $7,234-70.4% |