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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 | $43,757 | $223,823-80.5% | $211,142-79.3% | $154,746-71.7% |
| Participation rate | 63.6% | 87.9%-24.2pp | 87.3%-23.7pp | 80.7%-17.1pp |
| Annual return | 22.04% | 50.39%-28.4pp | 46.84%-24.8pp | 172.34%-150.3pp |
| Employer contribution / active EE | $511 | $6,787-92.5% | $6,442-92.1% | $4,379-88.3% |
| Participant deferral / active EE | $4,003 | $9,750-58.9% | $9,284-56.9% | $6,730-40.5% |
| Admin fee / account holder | $5,528 | $19,707-71.9% | $19,076-71.0% | $14,365-61.5% |