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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 | $37,840 | $81,276-53.4% | $155,574-75.7% | $80,925-53.2% |
| Participation rate | 19.6% | 66.2%-46.6pp | 78.2%-58.6pp | 67.7%-48.1pp |
| Annual return | 18.45% | 33.36%-14.9pp | 64.87%-46.4pp | 35.65%-17.2pp |
| Employer contribution / active EE | $194 | $3,103-93.7% | $4,676-95.8% | $2,756-93.0% |
| Participant deferral / active EE | $2,588 | $3,453-25.1% | $5,629-54.0% | $4,299-39.8% |
| Admin fee / account holder | $1,458 | $7,993-81.8% | $15,914-90.8% | $6,940-79.0% |