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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 | $37,834 | $75,541-49.9% | $152,093-75.1% | $82,637-54.2% |
| Participation rate | 22.4% | 66.5%-44.1pp | 77.8%-55.4pp | 68.1%-45.6pp |
| Annual return | 18.00% | 32.56%-14.6pp | 66.36%-48.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $92 | $2,622-96.5% | $4,175-97.8% | $2,552-96.4% |
| Participant deferral / active EE | $1,401 | $3,206-56.3% | $5,451-74.3% | $4,126-66.1% |
| Admin fee / account holder | $3,453 | $6,405-46.1% | $14,497-76.2% | $7,339-52.9% |