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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 | $39,607 | $176,794-77.6% | $146,647-73.0% | $167,553-76.4% |
| Participation rate | 38.5% | 83.6%-45.2pp | 80.1%-41.6pp | 82.1%-43.7pp |
| Annual return | 13.70% | 24.04%-10.3pp | 22.75%-9.1pp | 478.89%-465.2pp |
| Employer contribution / active EE | $416 | $5,161-91.9% | $4,137-89.9% | $4,840-91.4% |
| Participant deferral / active EE | $2,883 | $6,440-55.2% | $5,506-47.6% | $6,343-54.5% |
| Admin fee / account holder | $758 | $13,262-94.3% | $10,281-92.6% | $12,316-93.8% |