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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 | $38,478 | $81,331-52.7% | $155,534-75.3% | $80,935-52.5% |
| Participation rate | 11.0% | 66.3%-55.3pp | 78.2%-67.3pp | 67.7%-56.7pp |
| Annual return | 20.77% | 33.37%-12.6pp | 64.92%-44.1pp | 35.66%-14.9pp |
| Employer contribution / active EE | $365 | $3,105-88.2% | $4,675-92.2% | $2,757-86.8% |
| Participant deferral / active EE | $1,079 | $3,454-68.8% | $5,630-80.8% | $4,299-74.9% |
| Admin fee / account holder | $1,844 | $7,999-77.0% | $15,900-88.4% | $6,924-73.4% |