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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 | $35,579 | $77,814-54.3% | $158,223-77.5% | $86,983-59.1% |
| Participation rate | 37.3% | 68.4%-31.1pp | 79.2%-41.9pp | 69.5%-32.2pp |
| Annual return | 17.68% | 30.54%-12.9pp | 52.09%-34.4pp | 25.83%-8.2pp |
| Employer contribution / active EE | $218 | $2,592-91.6% | $4,109-94.7% | $2,584-91.6% |
| Participant deferral / active EE | $950 | $3,270-70.9% | $5,467-82.6% | $4,194-77.3% |
| Admin fee / account holder | $2,746 | $5,879-53.3% | $16,047-82.9% | $7,856-65.0% |