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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 | $44,900 | $110,337-59.3% | $102,383-56.1% | $145,877-69.2% |
| Participation rate | 52.6% | 77.9%-25.3pp | 74.5%-21.9pp | 80.3%-27.7pp |
| Annual return | 11.17% | 24.83%-13.7pp | 24.94%-13.8pp | 551.28%-540.1pp |
| Employer contribution / active EE | $732 | $4,216-82.6% | $3,870-81.1% | $4,663-84.3% |
| Participant deferral / active EE | $9,362 | $5,621+66.6% | $5,060+85.0% | $6,691+39.9% |
| Admin fee / account holder | $2,595 | $9,750-73.4% | $8,391-69.1% | $13,402-80.6% |