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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 | $40,265 | $106,247-62.1% | $96,515-58.3% | $139,466-71.1% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.3%-44.3pp | 80.3%-50.3pp |
| Annual return | 14.08% | 38.47%-24.4pp | 35.73%-21.6pp | 373.66%-359.6pp |
| Employer contribution / active EE | $218 | $4,106-94.7% | $3,740-94.2% | $4,754-95.4% |
| Participant deferral / active EE | $5,669 | $5,456+3.9% | $4,880+16.2% | $6,712-15.5% |
| Admin fee / account holder | $623 | $7,885-92.1% | $6,735-90.7% | $11,409-94.5% |