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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 | $37,263 | $80,983-54.0% | $96,544-61.4% | $75,177-50.4% |
| Participation rate | 55.7% | 71.8%-16.1pp | 76.0%-20.3pp | 67.2%-11.5pp |
| Annual return | 19.43% | 27.05%-7.6pp | 25.88%-6.5pp | 160.75%-141.3pp |
| Employer contribution / active EE | $196 | $2,282-91.4% | $2,966-93.4% | $2,671-92.7% |
| Participant deferral / active EE | $3,498 | $3,929-10.9% | $4,851-27.9% | $4,126-15.2% |
| Admin fee / account holder | $3,409 | $6,717-49.2% | $8,254-58.7% | $5,651-39.7% |