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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 | $31,583 | $114,119-72.3% | $107,187-70.5% | $138,895-77.3% |
| Participation rate | 31.3% | 78.1%-46.8pp | 75.0%-43.8pp | 79.9%-48.7pp |
| Annual return | 20.85% | 273.21%-252.4pp | 204.55%-183.7pp | 145.39%-124.5pp |
| Employer contribution / active EE | $711 | $4,059-82.5% | $3,782-81.2% | $4,194-83.0% |
| Participant deferral / active EE | $2,269 | $5,538-59.0% | $5,096-55.5% | $6,396-64.5% |
| Admin fee / account holder | $421 | $10,024-95.8% | $9,162-95.4% | $12,562-96.6% |