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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 | $31,981 | $106,267-69.9% | $96,520-66.9% | $139,456-77.1% |
| Participation rate | 36.4% | 77.8%-41.5pp | 74.3%-38.0pp | 80.3%-44.0pp |
| Annual return | 16.57% | 38.45%-21.9pp | 35.72%-19.1pp | 373.45%-356.9pp |
| Employer contribution / active EE | $463 | $4,105-88.7% | $3,739-87.6% | $4,753-90.3% |
| Participant deferral / active EE | $2,602 | $5,454-52.3% | $4,879-46.7% | $6,711-61.2% |
| Admin fee / account holder | $4,768 | $7,882-39.5% | $6,733-29.2% | $11,407-58.2% |