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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 | $34,847 | $55,457-37.2% | $77,361-55.0% | $94,015-62.9% |
| Participation rate | 38.1% | 69.8%-31.7pp | 75.0%-36.9pp | 70.8%-32.7pp |
| Annual return | 18.77% | 15.57%+3.2pp | 1011.54%-992.8pp | 17.84%+0.9pp |
| Employer contribution / active EE | $426 | $2,255-81.1% | $2,990-85.7% | $2,790-84.7% |
| Participant deferral / active EE | $2,237 | $3,069-27.1% | $3,911-42.8% | $4,249-47.4% |
| Admin fee / account holder | $563 | $4,334-87.0% | $5,894-90.5% | $8,951-93.7% |