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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 | $43,200 | $97,125-55.5% | $86,233-49.9% | $137,256-68.5% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 13.08% | 74.19%-61.1pp | 61.39%-48.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $250 | $2,841-91.2% | $2,504-90.0% | $4,156-94.0% |
| Participant deferral / active EE | $1,938 | $5,180-62.6% | $4,559-57.5% | $6,407-69.8% |
| Admin fee / account holder | $727 | $9,725-92.5% | $8,342-91.3% | $12,270-94.1% |