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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 | $42,271 | $65,367-35.3% | $92,915-54.5% | $72,976-42.1% |
| Participation rate | 38.5% | 68.3%-29.8pp | 76.0%-37.5pp | 69.5%-31.0pp |
| Annual return | 20.61% | 42.11%-21.5pp | 109.45%-88.8pp | 81.02%-60.4pp |
| Employer contribution / active EE | $405 | $2,594-84.4% | $3,653-88.9% | $2,440-83.4% |
| Participant deferral / active EE | $1,440 | $3,128-54.0% | $4,238-66.0% | $3,608-60.1% |
| Admin fee / account holder | $1,412 | $4,251-66.8% | $5,796-75.6% | $5,124-72.5% |