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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 | $34,081 | $45,343-24.8% | $150,298-77.3% | $67,986-49.9% |
| Participation rate | 48.0% | 51.9%-3.9pp | 77.8%-29.8pp | 57.2%-9.2pp |
| Annual return | 18.28% | 33.28%-15.0pp | 62.79%-44.5pp | 31.67%-13.4pp |
| Employer contribution / active EE | $86 | $1,462-94.1% | $4,154-97.9% | $2,019-95.7% |
| Participant deferral / active EE | $1,787 | $2,055-13.0% | $5,453-67.2% | $3,358-46.8% |
| Admin fee / account holder | $427 | $2,250-81.0% | $14,116-97.0% | $3,203-86.7% |