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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 | $43,777 | $106,267-58.8% | $96,520-54.6% | $139,456-68.6% |
| Participation rate | 38.5% | 77.8%-39.4pp | 74.3%-35.9pp | 80.3%-41.9pp |
| Annual return | 16.05% | 38.45%-22.4pp | 35.72%-19.7pp | 373.45%-357.4pp |
| Employer contribution / active EE | $753 | $4,105-81.7% | $3,739-79.9% | $4,753-84.2% |
| Participant deferral / active EE | $2,542 | $5,454-53.4% | $4,879-47.9% | $6,711-62.1% |
| Admin fee / account holder | $1,568 | $7,882-80.1% | $6,733-76.7% | $11,407-86.3% |