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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 | $36,850 | $62,166-40.7% | $81,353-54.7% | $74,459-50.5% |
| Participation rate | 37.4% | 64.1%-26.7pp | 69.5%-32.2pp | 67.2%-29.8pp |
| Annual return | 16.10% | 16.50%-0.4pp | 24.82%-8.7pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $537 | $1,881-71.4% | $2,464-78.2% | $2,626-79.5% |
| Participant deferral / active EE | $1,850 | $3,223-42.6% | $3,885-52.4% | $4,350-57.5% |
| Admin fee / account holder | $573 | $1,925-70.2% | $5,766-90.1% | $1,945-70.6% |