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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 | $35,653 | $77,638-54.1% | $156,551-77.2% | $62,881-43.3% |
| Participation rate | 53.1% | 71.2%-18.1pp | 84.0%-30.9pp | 69.3%-16.2pp |
| Annual return | 6.37% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $165 | $3,444-95.2% | $5,501-97.0% | $2,281-92.7% |
| Participant deferral / active EE | $2,626 | $3,046-13.8% | $4,871-46.1% | $3,203-18.0% |
| Admin fee / account holder | $2,574 | $5,561-53.7% | $13,028-80.2% | $4,296-40.1% |