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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 | $39,411 | $106,749-63.1% | $145,433-72.9% | $82,448-52.2% |
| Participation rate | 20.6% | 75.6%-55.0pp | 82.1%-61.5pp | 68.1%-47.4pp |
| Annual return | 15.74% | 27.59%-11.9pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $648 | $3,444-81.2% | $4,554-85.8% | $2,551-74.6% |
| Participant deferral / active EE | $3,872 | $6,519-40.6% | $7,897-51.0% | $4,139-6.5% |
| Admin fee / account holder | $4,553 | $8,390-45.7% | $13,129-65.3% | $7,234-37.1% |