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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 | $37,044 | $80,992-54.3% | $96,534-61.6% | $75,173-50.7% |
| Participation rate | 58.0% | 71.8%-13.8pp | 76.0%-18.0pp | 67.2%-9.2pp |
| Annual return | 22.29% | 27.05%-4.8pp | 25.88%-3.6pp | 160.72%-138.4pp |
| Employer contribution / active EE | $60 | $2,283-97.4% | $2,965-98.0% | $2,671-97.8% |
| Participant deferral / active EE | $17,146 | $3,929+336.4% | $4,851+253.5% | $4,126+315.5% |
| Admin fee / account holder | $11,280 | $6,717+67.9% | $8,253+36.7% | $5,651+99.6% |