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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 | $37,431 | $110,379-66.1% | $102,412-63.5% | $145,884-74.3% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 16.03% | 24.84%-8.8pp | 24.94%-8.9pp | 551.85%-535.8pp |
| Employer contribution / active EE | $823 | $4,216-80.5% | $3,870-78.7% | $4,662-82.3% |
| Participant deferral / active EE | $2,257 | $5,622-59.8% | $5,060-55.4% | $6,690-66.3% |
| Admin fee / account holder | $2,188 | $9,745-77.6% | $8,388-73.9% | $13,392-83.7% |