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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 | $35,888 | $93,598-61.7% | $135,974-73.6% | $75,173-52.3% |
| Participation rate | 36.4% | 75.2%-38.8pp | 81.9%-45.6pp | 67.2%-30.8pp |
| Annual return | 19.25% | 30.89%-11.6pp | 68.30%-49.1pp | 160.72%-141.5pp |
| Employer contribution / active EE | $340 | $3,538-90.4% | $4,859-93.0% | $2,671-87.3% |
| Participant deferral / active EE | $3,288 | $6,405-48.7% | $7,760-57.6% | $4,126-20.3% |
| Admin fee / account holder | $7,888 | $6,978+13.0% | $10,767-26.7% | $5,651+39.6% |