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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 | $33,933 | $172,111-80.3% | $150,298-77.4% | $137,256-75.3% |
| Participation rate | 47.4% | 81.7%-34.3pp | 77.8%-30.4pp | 80.0%-32.6pp |
| Annual return | 15.27% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $89 | $4,636-98.1% | $4,154-97.9% | $4,156-97.9% |
| Participant deferral / active EE | $2,553 | $6,166-58.6% | $5,453-53.2% | $6,407-60.1% |
| Admin fee / account holder | $557 | $16,471-96.6% | $14,116-96.1% | $12,270-95.5% |