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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 | $106,864-65.2% | $147,318-74.7% | $82,637-55.0% |
| Participation rate | 41.1% | 75.5%-34.4pp | 82.1%-41.0pp | 68.1%-27.0pp |
| Annual return | 27.28% | 27.49%-0.2pp | 70.43%-43.2pp | 53.51%-26.2pp |
| Employer contribution / active EE | $425 | $3,417-87.6% | $4,593-90.7% | $2,552-83.3% |
| Participant deferral / active EE | $3,691 | $6,496-43.2% | $7,906-53.3% | $4,126-10.5% |
| Admin fee / account holder | $8,375 | $8,415-0.5% | $13,708-38.9% | $7,339+14.1% |