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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 | $26,536 | $211,224-87.4% | $178,505-85.1% | $145,897-81.8% |
| Participation rate | 30.8% | 80.8%-50.1pp | 77.1%-46.3pp | 80.3%-49.5pp |
| Annual return | 14.21% | 30.28%-16.1pp | 27.16%-12.9pp | 552.29%-538.1pp |
| Employer contribution / active EE | $311 | $4,577-93.2% | $3,955-92.1% | $4,663-93.3% |
| Participant deferral / active EE | $2,002 | $6,966-71.3% | $6,280-68.1% | $6,689-70.1% |
| Admin fee / account holder | $642 | $12,109-94.7% | $10,428-93.8% | $13,390-95.2% |