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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 | $29,338 | $118,708-75.3% | $98,920-70.3% | $158,966-81.5% |
| Participation rate | 26.7% | 77.8%-51.2pp | 76.0%-49.4pp | 82.0%-55.3pp |
| Annual return | 15.48% | 372.49%-357.0pp | 196.47%-181.0pp | 302.95%-287.5pp |
| Employer contribution / active EE | $353 | $3,334-89.4% | $2,689-86.9% | $4,762-92.6% |
| Participant deferral / active EE | $1,529 | $5,089-70.0% | $4,245-64.0% | $5,983-74.4% |
| Admin fee / account holder | $2,924 | $10,134-71.1% | $6,643-56.0% | $11,250-74.0% |