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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 | $57,146 | $199,109-71.3% | $173,730-67.1% | $154,746-63.1% |
| Participation rate | 46.2% | 82.8%-36.7pp | 79.6%-33.4pp | 80.7%-34.5pp |
| Annual return | 17.26% | 20.02%-2.8pp | 19.96%-2.7pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,049 | $5,311-80.2% | $4,577-77.1% | $4,379-76.0% |
| Participant deferral / active EE | $3,769 | $7,113-47.0% | $6,326-40.4% | $6,730-44.0% |
| Admin fee / account holder | $916 | $20,916-95.6% | $17,523-94.8% | $14,365-93.6% |