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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 | $49,673 | $110,379-55.0% | $102,412-51.5% | $145,884-66.0% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 11.35% | 24.84%-13.5pp | 24.94%-13.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $837 | $4,216-80.2% | $3,870-78.4% | $4,662-82.1% |
| Participant deferral / active EE | $3,189 | $5,622-43.3% | $5,060-37.0% | $6,690-52.3% |
| Admin fee / account holder | $475 | $9,745-95.1% | $8,388-94.3% | $13,392-96.5% |