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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 | $33,208 | $162,821-79.6% | $133,978-75.2% | $158,982-79.1% |
| Participation rate | 53.3% | 83.2%-29.9pp | 79.8%-26.5pp | 82.0%-28.6pp |
| Annual return | 14.13% | 41.95%-27.8pp | 45.10%-31.0pp | 302.99%-288.9pp |
| Employer contribution / active EE | $686 | $4,976-86.2% | $3,919-82.5% | $4,763-85.6% |
| Participant deferral / active EE | $4,708 | $5,910-20.3% | $5,047-6.7% | $5,983-21.3% |
| Admin fee / account holder | $513 | $11,742-95.6% | $8,930-94.3% | $11,252-95.4% |