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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 | $22,802 | $183,592-87.6% | $155,574-85.3% | $145,877-84.4% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 12.82% | 61.37%-48.6pp | 64.87%-52.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $950 | $5,317-82.1% | $4,676-79.7% | $4,663-79.6% |
| Participant deferral / active EE | $2,122 | $6,466-67.2% | $5,629-62.3% | $6,691-68.3% |
| Admin fee / account holder | $4,418 | $19,316-77.1% | $15,914-72.2% | $13,402-67.0% |