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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 | $32,465 | $110,337-70.6% | $102,383-68.3% | $145,877-77.7% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 13.88% | 24.83%-11.0pp | 24.94%-11.1pp | 551.28%-537.4pp |
| Employer contribution / active EE | $481 | $4,216-88.6% | $3,870-87.6% | $4,663-89.7% |
| Participant deferral / active EE | $2,591 | $5,621-53.9% | $5,060-48.8% | $6,691-61.3% |
| Admin fee / account holder | $546 | $9,750-94.4% | $8,391-93.5% | $13,402-95.9% |