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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 | $36,295 | $55,902-35.1% | $76,030-52.3% | $80,959-55.2% |
| Participation rate | 55.2% | 62.1%-6.9pp | 69.1%-13.9pp | 67.7%-12.5pp |
| Annual return | 11.51% | 20.59%-9.1pp | 361.54%-350.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $237 | $1,867-87.3% | $2,688-91.2% | $2,757-91.4% |
| Participant deferral / active EE | $1,048 | $3,051-65.6% | $4,257-75.4% | $4,300-75.6% |
| Admin fee / account holder | $311 | $5,239-94.1% | $6,421-95.2% | $6,925-95.5% |