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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 | $50,945 | $211,239-75.9% | $178,528-71.5% | $145,877-65.1% |
| Participation rate | 42.1% | 80.8%-38.7pp | 77.1%-35.0pp | 80.3%-38.2pp |
| Annual return | 14.25% | 30.22%-16.0pp | 27.11%-12.9pp | 551.28%-537.0pp |
| Employer contribution / active EE | $214 | $4,570-95.3% | $3,950-94.6% | $4,663-95.4% |
| Participant deferral / active EE | $1,367 | $6,963-80.4% | $6,278-78.2% | $6,691-79.6% |
| Admin fee / account holder | $905 | $12,095-92.5% | $10,419-91.3% | $13,402-93.3% |