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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 | $36,739 | $112,729-67.4% | $98,716-62.8% | $137,256-73.2% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 17.15% | 38.48%-21.3pp | 31.81%-14.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $440 | $2,725-83.9% | $2,279-80.7% | $4,156-89.4% |
| Participant deferral / active EE | $2,189 | $4,640-52.8% | $4,048-45.9% | $6,407-65.8% |
| Admin fee / account holder | $2,149 | $10,129-78.8% | $8,703-75.3% | $12,270-82.5% |