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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 | $33,437 | $72,471-53.9% | $94,215-64.5% | $86,983-61.6% |
| Participation rate | 54.7% | 63.9%-9.2pp | 70.0%-15.3pp | 69.5%-14.9pp |
| Annual return | 16.21% | 26.44%-10.2pp | 28.22%-12.0pp | 25.83%-9.6pp |
| Employer contribution / active EE | $37 | $1,936-98.1% | $2,675-98.6% | $2,584-98.6% |
| Participant deferral / active EE | $2,110 | $3,397-37.9% | $4,276-50.7% | $4,194-49.7% |
| Admin fee / account holder | $6,428 | $6,468-0.6% | $10,216-37.1% | $7,856-18.2% |