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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 | $30,393 | $105,856-71.3% | $90,161-66.3% | $147,585-79.4% |
| Participation rate | 42.9% | 79.7%-36.9pp | 76.9%-34.0pp | 82.8%-40.0pp |
| Annual return | 22.43% | 37.63%-15.2pp | 34.89%-12.5pp | 578.58%-556.2pp |
| Employer contribution / active EE | $208 | $4,126-95.0% | $3,318-93.7% | $4,876-95.7% |
| Participant deferral / active EE | $2,331 | $5,733-59.3% | $5,287-55.9% | $5,439-57.1% |
| Admin fee / account holder | $3,800 | $8,046-52.8% | $5,943-36.1% | $10,886-65.1% |