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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 | $36,248 | $174,379-79.2% | $152,093-76.2% | $138,895-73.9% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 12.88% | 74.86%-62.0pp | 66.36%-53.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $650 | $4,652-86.0% | $4,175-84.4% | $4,194-84.5% |
| Participant deferral / active EE | $2,626 | $6,159-57.4% | $5,451-51.8% | $6,396-58.9% |
| Admin fee / account holder | $1,271 | $16,880-92.5% | $14,497-91.2% | $12,562-89.9% |