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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 | $33,070 | $162,785-79.7% | $133,959-75.3% | $158,950-79.2% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 19.51% | 41.94%-22.4pp | 45.09%-25.6pp | 302.91%-283.4pp |
| Employer contribution / active EE | $783 | $4,975-84.3% | $3,919-80.0% | $4,762-83.6% |
| Participant deferral / active EE | $3,818 | $5,910-35.4% | $5,047-24.4% | $5,983-36.2% |
| Admin fee / account holder | $2,176 | $11,738-81.5% | $8,928-75.6% | $11,248-80.7% |