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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 | $33,586 | $106,247-68.4% | $96,515-65.2% | $139,466-75.9% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 16.98% | 38.47%-21.5pp | 35.73%-18.7pp | 373.66%-356.7pp |
| Employer contribution / active EE | $719 | $4,106-82.5% | $3,740-80.8% | $4,754-84.9% |
| Participant deferral / active EE | $2,317 | $5,456-57.5% | $4,880-52.5% | $6,712-65.5% |
| Admin fee / account holder | $1,078 | $7,885-86.3% | $6,735-84.0% | $11,409-90.6% |