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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 | $35,679 | $181,896-80.4% | $156,551-77.2% | $273,972-87.0% |
| Participation rate | 35.3% | 88.4%-53.1pp | 84.0%-48.7pp | 83.0%-47.7pp |
| Annual return | 3.62% | 30.74%-27.1pp | 32.23%-28.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $401 | $6,248-93.6% | $5,501-92.7% | $4,869-91.8% |
| Participant deferral / active EE | $2,159 | $5,550-61.1% | $4,871-55.7% | $5,287-59.2% |
| Admin fee / account holder | $1,328 | $15,560-91.5% | $13,028-89.8% | $10,133-86.9% |