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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 | $124,980-70.6% | $108,359-66.1% | $154,746-76.3% |
| Participation rate | 33.3% | 75.2%-41.8pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 17.15% | 45.00%-27.9pp | 36.89%-19.7pp | 172.34%-155.2pp |
| Employer contribution / active EE | $440 | $2,851-84.6% | $2,399-81.7% | $4,379-90.0% |
| Participant deferral / active EE | $2,189 | $4,743-53.9% | $4,137-47.1% | $6,730-67.5% |
| Admin fee / account holder | $2,149 | $11,502-81.3% | $9,741-77.9% | $14,365-85.0% |