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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 | $34,355 | $110,410-68.9% | $102,437-66.5% | $145,897-76.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 10.31% | 24.85%-14.5pp | 24.95%-14.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $619 | $4,217-85.3% | $3,871-84.0% | $4,663-86.7% |
| Participant deferral / active EE | $2,189 | $5,622-61.1% | $5,060-56.7% | $6,689-67.3% |
| Admin fee / account holder | $780 | $9,745-92.0% | $8,388-90.7% | $13,390-94.2% |