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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 | $35,206 | $155,555-77.4% | $146,866-76.0% | $155,188-77.3% |
| Participation rate | 18.8% | 84.0%-65.2pp | 82.5%-63.8pp | 80.8%-62.1pp |
| Annual return | 13.67% | 115.41%-101.7pp | 102.85%-89.2pp | 148.84%-135.2pp |
| Employer contribution / active EE | $594 | $4,647-87.2% | $4,425-86.6% | $4,248-86.0% |
| Participant deferral / active EE | $4,994 | $8,044-37.9% | $7,759-35.6% | $6,531-23.5% |
| Admin fee / account holder | $7,903 | $14,755-46.4% | $13,620-42.0% | $14,480-45.4% |