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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 | $41,912 | $88,672-52.7% | $105,223-60.2% | $82,448-49.2% |
| Participation rate | 20.5% | 67.9%-47.4pp | 75.0%-54.5pp | 68.1%-47.5pp |
| Annual return | 20.55% | 30.86%-10.3pp | 180.65%-160.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $752 | $3,048-75.3% | $3,689-79.6% | $2,551-70.5% |
| Participant deferral / active EE | $1,726 | $4,036-57.2% | $5,072-66.0% | $4,139-58.3% |
| Admin fee / account holder | $1,146 | $7,146-84.0% | $8,859-87.1% | $7,234-84.2% |