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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 | $53,298 | $172,111-69.0% | $150,298-64.5% | $137,256-61.2% |
| Participation rate | 27.3% | 81.7%-54.4pp | 77.8%-50.5pp | 80.0%-52.7pp |
| Annual return | 17.95% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $746 | $4,636-83.9% | $4,154-82.1% | $4,156-82.1% |
| Participant deferral / active EE | $3,842 | $6,166-37.7% | $5,453-29.5% | $6,407-40.0% |
| Admin fee / account holder | $951 | $16,471-94.2% | $14,116-93.3% | $12,270-92.2% |