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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 | $48,180 | $111,814-56.9% | $103,378-53.4% | $145,978-67.0% |
| Participation rate | 15.8% | 77.9%-62.1pp | 74.5%-58.7pp | 80.3%-64.5pp |
| Annual return | 14.12% | 24.80%-10.7pp | 24.91%-10.8pp | 550.52%-536.4pp |
| Employer contribution / active EE | $806 | $4,215-80.9% | $3,870-79.2% | $4,662-82.7% |
| Participant deferral / active EE | $1,539 | $5,618-72.6% | $5,058-69.6% | $6,690-77.0% |
| Admin fee / account holder | $1,947 | $9,764-80.1% | $8,401-76.8% | $13,400-85.5% |