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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 | $38,040 | $80,748-52.9% | $102,383-62.8% | $74,429-48.9% |
| Participation rate | 23.3% | 65.7%-42.4pp | 74.5%-51.2pp | 67.2%-43.9pp |
| Annual return | 16.03% | 27.57%-11.5pp | 24.94%-8.9pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $767 | $3,159-75.7% | $3,870-80.2% | $2,625-70.8% |
| Participant deferral / active EE | $1,901 | $3,861-50.8% | $5,060-62.4% | $4,348-56.3% |
| Admin fee / account holder | $1,113 | $2,371-53.1% | $8,391-86.7% | $1,944-42.8% |