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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 | $36,883 | $81,208-54.6% | $98,916-62.7% | $79,858-53.8% |
| Participation rate | 44.2% | 72.5%-28.4pp | 76.0%-31.9pp | 69.6%-25.5pp |
| Annual return | 10.57% | 60.99%-50.4pp | 196.45%-185.9pp | 31.72%-21.2pp |
| Employer contribution / active EE | $187 | $1,960-90.5% | $2,689-93.1% | $2,471-92.4% |
| Participant deferral / active EE | $1,504 | $3,265-53.9% | $4,245-64.6% | $3,740-59.8% |
| Admin fee / account holder | $4,154 | $6,013-30.9% | $6,642-37.5% | $5,306-21.7% |