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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 | $38,940 | $111,814-65.2% | $103,378-62.3% | $145,978-73.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.99% | 24.80%-12.8pp | 24.91%-12.9pp | 550.52%-538.5pp |
| Employer contribution / active EE | $803 | $4,215-80.9% | $3,870-79.3% | $4,662-82.8% |
| Participant deferral / active EE | $2,878 | $5,618-48.8% | $5,058-43.1% | $6,690-57.0% |
| Admin fee / account holder | $893 | $9,764-90.9% | $8,401-89.4% | $13,400-93.3% |