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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 | $33,150 | $183,516-81.9% | $155,534-78.7% | $145,884-77.3% |
| Participation rate | 41.2% | 82.7%-41.5pp | 78.2%-37.0pp | 80.3%-39.1pp |
| Annual return | 14.51% | 61.43%-46.9pp | 64.92%-50.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,020 | $5,315-80.8% | $4,675-78.2% | $4,662-78.1% |
| Participant deferral / active EE | $2,184 | $6,467-66.2% | $5,630-61.2% | $6,690-67.3% |
| Admin fee / account holder | $506 | $19,293-97.4% | $15,900-96.8% | $13,392-96.2% |