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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 | $54,211 | $111,814-51.5% | $103,378-47.6% | $145,978-62.9% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 10.87% | 24.80%-13.9pp | 24.91%-14.0pp | 550.52%-539.6pp |
| Employer contribution / active EE | $726 | $4,215-82.8% | $3,870-81.3% | $4,662-84.4% |
| Participant deferral / active EE | $2,706 | $5,618-51.8% | $5,058-46.5% | $6,690-59.5% |
| Admin fee / account holder | $919 | $9,764-90.6% | $8,401-89.1% | $13,400-93.1% |