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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 | $33,635 | $106,267-68.3% | $96,520-65.2% | $139,456-75.9% |
| Participation rate | 22.2% | 77.8%-55.6pp | 74.3%-52.1pp | 80.3%-58.1pp |
| Annual return | 22.56% | 38.45%-15.9pp | 35.72%-13.2pp | 373.45%-350.9pp |
| Employer contribution / active EE | $647 | $4,105-84.2% | $3,739-82.7% | $4,753-86.4% |
| Participant deferral / active EE | $1,643 | $5,454-69.9% | $4,879-66.3% | $6,711-75.5% |
| Admin fee / account holder | $1,404 | $7,882-82.2% | $6,733-79.2% | $11,407-87.7% |