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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 | $37,214 | $106,749-65.1% | $145,433-74.4% | $82,448-54.9% |
| Participation rate | 41.1% | 75.6%-34.6pp | 82.1%-41.0pp | 68.1%-27.0pp |
| Annual return | 27.28% | 27.59%-0.3pp | 66.58%-39.3pp | 41.64%-14.4pp |
| Employer contribution / active EE | $425 | $3,444-87.7% | $4,554-90.7% | $2,551-83.3% |
| Participant deferral / active EE | $3,691 | $6,519-43.4% | $7,897-53.3% | $4,139-10.8% |
| Admin fee / account holder | $8,375 | $8,390-0.2% | $13,129-36.2% | $7,234+15.8% |