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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 | $58,426 | $110,379-47.1% | $102,412-42.9% | $145,884-60.0% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 20.59% | 24.84%-4.3pp | 24.94%-4.4pp | 551.85%-531.3pp |
| Employer contribution / active EE | $579 | $4,216-86.3% | $3,870-85.1% | $4,662-87.6% |
| Participant deferral / active EE | $1,770 | $5,622-68.5% | $5,060-65.0% | $6,690-73.5% |
| Admin fee / account holder | $2,240 | $9,745-77.0% | $8,388-73.3% | $13,392-83.3% |