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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 | $39,343 | $211,288-81.4% | $178,540-78.0% | $145,884-73.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.24% | 30.27%-17.0pp | 27.15%-13.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $87 | $4,574-98.1% | $3,953-97.8% | $4,662-98.1% |
| Participant deferral / active EE | $1,950 | $6,967-72.0% | $6,281-69.0% | $6,690-70.9% |
| Admin fee / account holder | $3,854 | $12,105-68.2% | $10,424-63.0% | $13,392-71.2% |