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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 | $34,599 | $115,901-70.1% | $100,525-65.6% | $158,931-78.2% |
| Participation rate | 42.1% | 81.6%-39.5pp | 79.4%-37.3pp | 82.0%-39.9pp |
| Annual return | 15.16% | 34.80%-19.6pp | 30.89%-15.7pp | 302.86%-287.7pp |
| Employer contribution / active EE | $335 | $4,104-91.8% | $3,418-90.2% | $4,761-93.0% |
| Participant deferral / active EE | $2,566 | $6,675-61.6% | $6,270-59.1% | $5,982-57.1% |
| Admin fee / account holder | $3,258 | $10,998-70.4% | $8,082-59.7% | $11,247-71.0% |