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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 | $23,879 | $172,111-86.1% | $150,298-84.1% | $137,256-82.6% |
| Participation rate | 54.2% | 81.7%-27.5pp | 77.8%-23.6pp | 80.0%-25.8pp |
| Annual return | 17.21% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $766 | $4,636-83.5% | $4,154-81.6% | $4,156-81.6% |
| Participant deferral / active EE | $1,969 | $6,166-68.1% | $5,453-63.9% | $6,407-69.3% |
| Admin fee / account holder | $2,145 | $16,471-87.0% | $14,116-84.8% | $12,270-82.5% |