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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 | $43,934 | $148,623-70.4% | $135,974-67.7% | $139,466-68.5% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 17.54% | 79.30%-61.8pp | 68.30%-50.8pp | 373.66%-356.1pp |
| Employer contribution / active EE | $895 | $5,246-82.9% | $4,859-81.6% | $4,754-81.2% |
| Participant deferral / active EE | $4,577 | $8,103-43.5% | $7,760-41.0% | $6,712-31.8% |
| Admin fee / account holder | $1,228 | $12,406-90.1% | $10,767-88.6% | $11,409-89.2% |