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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 | $29,819 | $73,459-59.4% | $178,449-83.3% | $74,400-59.9% |
| Participation rate | 32.9% | 66.6%-33.7pp | 77.1%-44.2pp | 67.2%-34.3pp |
| Annual return | 11.53% | 17.50%-6.0pp | 27.09%-15.6pp | 1367.51%-1356.0pp |
| Employer contribution / active EE | $480 | $2,219-78.4% | $3,951-87.8% | $2,624-81.7% |
| Participant deferral / active EE | $1,956 | $4,515-56.7% | $6,277-68.8% | $4,348-55.0% |
| Admin fee / account holder | $1,090 | $1,812-39.9% | $10,362-89.5% | $1,944-43.9% |