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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 | $28,955 | $110,410-73.8% | $102,437-71.7% | $145,897-80.2% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 11.90% | 24.85%-13.0pp | 24.95%-13.1pp | 552.29%-540.4pp |
| Employer contribution / active EE | $525 | $4,217-87.6% | $3,871-86.4% | $4,663-88.7% |
| Participant deferral / active EE | $2,189 | $5,622-61.1% | $5,060-56.7% | $6,689-67.3% |
| Admin fee / account holder | $796 | $9,745-91.8% | $8,388-90.5% | $13,390-94.1% |