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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 | $29,343 | $111,814-73.8% | $103,374-71.6% | $145,959-79.9% |
| Participation rate | 60.9% | 77.9%-17.1pp | 74.5%-13.6pp | 80.3%-19.4pp |
| Annual return | 23.54% | 24.77%-1.2pp | 24.89%-1.3pp | 561.95%-538.4pp |
| Employer contribution / active EE | $745 | $4,214-82.3% | $3,869-80.7% | $4,661-84.0% |
| Participant deferral / active EE | $1,554 | $5,618-72.3% | $5,058-69.3% | $6,689-76.8% |
| Admin fee / account holder | $2,206 | $9,754-77.4% | $8,394-73.7% | $13,398-83.5% |