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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 | $38,048 | $110,379-65.5% | $102,412-62.8% | $145,884-73.9% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 13.48% | 24.84%-11.4pp | 24.94%-11.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $804 | $4,216-80.9% | $3,870-79.2% | $4,662-82.8% |
| Participant deferral / active EE | $3,088 | $5,622-45.1% | $5,060-39.0% | $6,690-53.8% |
| Admin fee / account holder | $320 | $9,745-96.7% | $8,388-96.2% | $13,392-97.6% |