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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 | $36,064 | $73,978-51.2% | $96,515-62.6% | $75,173-52.0% |
| Participation rate | 38.6% | 66.4%-27.9pp | 74.3%-35.8pp | 67.2%-28.6pp |
| Annual return | 18.63% | 26.72%-8.1pp | 35.73%-17.1pp | 160.72%-142.1pp |
| Employer contribution / active EE | $325 | $2,931-88.9% | $3,740-91.3% | $2,671-87.8% |
| Participant deferral / active EE | $2,056 | $3,660-43.8% | $4,880-57.9% | $4,126-50.2% |
| Admin fee / account holder | $1,831 | $5,219-64.9% | $6,735-72.8% | $5,651-67.6% |