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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 | $19,389 | $106,247-81.8% | $96,515-79.9% | $139,466-86.1% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 17.68% | 38.47%-20.8pp | 35.73%-18.0pp | 373.66%-356.0pp |
| Employer contribution / active EE | $600 | $4,106-85.4% | $3,740-84.0% | $4,754-87.4% |
| Participant deferral / active EE | $1,372 | $5,456-74.8% | $4,880-71.9% | $6,712-79.6% |
| Admin fee / account holder | $2,302 | $7,885-70.8% | $6,735-65.8% | $11,409-79.8% |