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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 | $40,594 | $106,864-62.0% | $147,318-72.4% | $82,637-50.9% |
| Participation rate | 39.1% | 75.5%-36.4pp | 82.1%-42.9pp | 68.1%-28.9pp |
| Annual return | 16.14% | 27.49%-11.3pp | 70.43%-54.3pp | 53.51%-37.4pp |
| Employer contribution / active EE | $622 | $3,417-81.8% | $4,593-86.5% | $2,552-75.6% |
| Participant deferral / active EE | $3,047 | $6,496-53.1% | $7,906-61.5% | $4,126-26.2% |
| Admin fee / account holder | $2,299 | $8,415-72.7% | $13,708-83.2% | $7,339-68.7% |