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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 | $49,415 | $127,387-61.2% | $115,038-57.0% | $125,389-60.6% |
| Participation rate | 44.4% | 84.2%-39.7pp | 81.4%-36.9pp | 83.2%-38.7pp |
| Annual return | -1.37% | 31.28%-32.7pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $769 | $5,166-85.1% | $4,608-83.3% | $4,866-84.2% |
| Participant deferral / active EE | $2,830 | $6,423-55.9% | $6,026-53.0% | $5,352-47.1% |
| Admin fee / account holder | $624 | $9,516-93.4% | $8,175-92.4% | $9,541-93.5% |