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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 | $41,086 | $117,846-65.1% | $102,434-59.9% | $145,884-71.8% |
| Participation rate | 46.2% | 78.6%-32.5pp | 76.5%-30.4pp | 80.3%-34.1pp |
| Annual return | 11.66% | 31.90%-20.2pp | 29.46%-17.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $567 | $3,615-84.3% | $3,023-81.2% | $4,662-87.8% |
| Participant deferral / active EE | $3,245 | $5,733-43.4% | $5,055-35.8% | $6,690-51.5% |
| Admin fee / account holder | $1,151 | $13,356-91.4% | $9,462-87.8% | $13,392-91.4% |