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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 | $38,432 | $78,672-51.1% | $109,163-64.8% | $85,856-55.2% |
| Participation rate | 29.8% | 68.3%-38.5pp | 75.9%-46.1pp | 69.3%-39.5pp |
| Annual return | 12.97% | 25.09%-12.1pp | 25.75%-12.8pp | 318.58%-305.6pp |
| Employer contribution / active EE | $118 | $2,734-95.7% | $3,723-96.8% | $2,565-95.4% |
| Participant deferral / active EE | $1,898 | $3,467-45.3% | $4,654-59.2% | $3,952-52.0% |
| Admin fee / account holder | $1,995 | $5,470-63.5% | $6,754-70.5% | $6,261-68.1% |