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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 | $39,941 | $88,672-55.0% | $105,223-62.0% | $82,448-51.6% |
| Participation rate | 20.0% | 67.9%-47.9pp | 75.0%-55.0pp | 68.1%-48.1pp |
| Annual return | 27.17% | 30.86%-3.7pp | 180.65%-153.5pp | 41.64%-14.5pp |
| Employer contribution / active EE | $574 | $3,048-81.2% | $3,689-84.4% | $2,551-77.5% |
| Participant deferral / active EE | $1,988 | $4,036-50.7% | $5,072-60.8% | $4,139-52.0% |
| Admin fee / account holder | $1,562 | $7,146-78.1% | $8,859-82.4% | $7,234-78.4% |