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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 | $32,657 | $77,814-58.0% | $158,223-79.4% | $86,983-62.5% |
| Participation rate | 31.3% | 68.4%-37.1pp | 79.2%-47.9pp | 69.5%-38.2pp |
| Annual return | 20.39% | 30.54%-10.2pp | 52.09%-31.7pp | 25.83%-5.4pp |
| Employer contribution / active EE | $91 | $2,592-96.5% | $4,109-97.8% | $2,584-96.5% |
| Participant deferral / active EE | $1,118 | $3,270-65.8% | $5,467-79.5% | $4,194-73.3% |
| Admin fee / account holder | $5,211 | $5,879-11.4% | $16,047-67.5% | $7,856-33.7% |