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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 | $52,216 | $117,846-55.7% | $102,434-49.0% | $145,884-64.2% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 13.19% | 31.90%-18.7pp | 29.46%-16.3pp | 551.85%-538.7pp |
| Employer contribution / active EE | $232 | $3,615-93.6% | $3,023-92.3% | $4,662-95.0% |
| Participant deferral / active EE | $3,117 | $5,733-45.6% | $5,055-38.3% | $6,690-53.4% |
| Admin fee / account holder | $1,320 | $13,356-90.1% | $9,462-86.1% | $13,392-90.1% |